An Open Letter from CEO Charles Lowenhaupt

For more than 100 years, my grandfather, my father and I have helped individuals and their families manage significant wealth.  

We believe that every wealth holder should live life free of the burdens of wealth – what we call “Freedom From Wealth”. We help clients achieve that objective by understanding their goals and then offering unconflicted advice, customized service and a global perspective.  We work closely with a family and its team of trusted advisors to deliver a comprehensive, coordinated program of wealth management.  

Based on a century of experience, we also know that every family needs wisdom and process to guide the management of wealth from generation to generation. We help families accomplish both.  We create disciplined process to manage family wealth consistently and in accordance with carefully monitored goals. The  Principles of Private Wealth Management, which Lowenhaupt Global Advisors developed, are the embodiment of process and wisdom.  In fact, the Principles have formed the basis of an international initiative to develop objective standards to manage significant wealth and protect individuals and families.   

The foundation of our success is offering unconflicted advice, which means we are compensated only by clients and only as fees.  We have no “product” required to be used by clients or embedded with profit.  Our dedication to unconflicted advice is designed to protect individuals and families, and ensure that our interests are always aligned.  

To tailor programs to specific needs, we create an individual plan for every family and every member of the family.  We know that individuals have widely varying goals and aspirations. Our programs are built to allow each individual to achieve all he or she wants to achieve.  And, our global perspective recognizes that a family member may live, work, invest, and travel overseas, and that best practices in wealth management, modern philanthropy, and harmonizing family dynamics are global.

We use best-in-class internal and external resources to put the right talent and team in place to manage investments, tax planning, strategic philanthropic programs, and educating the next generation.  

Please join us in a conversation about how we can help you achieve Freedom From Wealth.  Feel free to contact me or my office at 314.241.5950.