decision making; and by their practice of charging additional fees for proprietary investment products.
At Lowenhaupt Global Advisors, these conflicts don’t exist. The sole task of your family team is to protect your interests. The solutions we structure, with each other and with you, draw on our individual skill sets, long-standing industry relationships and most of all, on our willingness to listen. There are no extra products, no surprises. Our only compensation is a single fee based on funds under advisement.
Transmitting wealth within your family
"Many of the wealth transmission concerns of our families are not so much legal concerns, as they are human concerns about wealth and its purposes."
We see the processes around wealth transmission as an opportunity to lay the foundation for effective trans-generational planning, managing trusts and making gifts that will enable future generations to carry forward the legacy. We work with Lowenhaupt & Chasnoff, or other attorneys selected by our clients, to provide counsel to our families on the implications of various tax strategies, the design of various types of trusts, partnerships and other governing entities, and the role of foundations. We look at each of these entities in the context of the overall plan and purpose in order to achieve harmony and consistency through many generations.
Our exceptional success is anchored in the tradition of Lowenhaupt & Chasnoff, our affiliated firm, of serving the successive generations of client families. As Lowenhaupt Global Advisors we continue to build on this experience, compounding the value we bring to this sensitive process.
Transmitting wealth within your community
"Wise parents of wealth recognize that an important role of charity is to demonstrate to children that wealth has value beyond mere creation."
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