White Papers

1 July 2011: Limiting Freedom From Wealth: The Impact of New SEC Rules on Families and Single-Family Offices in the United States

January 2009: Principles of Private Wealth Management

News Releases

5 April 2011: Sean Cortis Named CEO of Lowenhaupt Global Advisors Australia

22 September 2010: Lowenhaupt Global Advisors and Rogerscasey Offer Services To Strengthen Investment and Risk Management For Families Of Significant Wealth

12 January 2010: Lowenhaupt Global Advisors And Rogerscasey Announce Agreement

5 October 2009: Daniel J. DeSimone Joins Lowenhaupt Global Advisors

23 September 2009: Institute of Wealth Management Studies: Global Initiative Launched to Create Wealth Management Standards

31 March 2009: Alliance 40minus Summit Gathers and Acknowledges Rising Talent

26 January 2009: New Global Initiative Launched To Help Safeguard Private Wealth

9 December 2008: Lowenhaupt Global Advisors opens office in Australia

7 April 2008: Lowenhaupt Global Advisors Announces Global Initiatives

Media Coverage

7 December 2011: Wall Street Journal online, Helping 'Global' Families

22 August 2011: Financial Times – World's rich families face US asset disclosure (free registration required to read article)

31 July 2011: Financial Times – Soros shift signals wider fears among rich (free registration required to read article)

12 July 2011: Registered Representative – Family Office Quandary May Benefit Wealth Managers

7 July 2011: Family Wealth Report – New White Paper Highlights Practical Implications For SFOs Of Dodd-Frank, CPA

8 April 2011: Private Asset Management--Lowenhaupt Australia Names New CEO

20 January 2011: The Economist, A Special Report on Global Leaders

24 November 2009: Wall Street Journal Blogs--On False Distinctions Between Family Offices

20 November 2009: Campden FO--Wealthy families agree with proposed Standards

8 November 2009: Financial Times--Rich Seek Shelter in Multi-Family Homes (free registration required to view article)

1 November 2009: IBS Publishing--Institute for Wealth Management Standards: Keeping it in the Family

26 October 2009: Campden FB--Standards aim to create a long-term solution to wealth mismanagement

4 March 2009: Bloomberg Interview--Lowenhaupt Says Wealthy Must Take Control of Investments

31 October 2008: St. Louis Business Journal–-Crisis offers chance to remake financial services industry

24 October 2008: New York Times--Advising, and Calming, the Worried Super-Rich

21 October 2008: Financial Post--Big firms hiring staff to clean up bad portfolios

21 October 2008: National Post--Big firms hiring staff to clean up bad portfolios

14 October 2008: Reuters--Client feeling let down

1 June 2008: Financial Times--A close-knit business you can bank on (free registration required to view article)

16 February 2008: The Hindu--Advisors must change too as business family changes: management expert

Selected Articles

21 September 2011: Family Wealth Report – Freedom From Wealth: Wise Money And Freedom From Wealth in Volatile Times
2 August 2011: Family Wealth Report – New Family Office Rules Will Thwart Legendary Investor - And Others
19 July 2011: Family Wealth Report – Dollar Worries: The Role Of Currency In Family Wealth Management
13 April 2011: Family Wealth Report - Achieving Freedom From Wealth in a Post-Madoff World
15 February 2011: Family Wealth Report - As Chinese Wealth Flourishes, Opportunity Emerges For The Family Office
9 November 2010: Family Wealth Report - Should Wealthy Families Act As Pension Funds Change Investment Strategy?
23 November 2010: Family Wealth Report--Single Family Offices And The Importance Of Trust And Loyalty
21 May 2010: Family Wealth Report - Single-Family Offices Can Be Cost Effective
28 April 2009: Family Wealth Report--Families First: Can Single-Family Offices Survive?
14 April 2009: Family Wealth Report--Family Wealth and the Dismal Truth
13 February 2009: Family Wealth Report--Preventing the Next Catastrophe
29 January 2009: Family Wealth Report--New Wealth-Management Principles
16 December 2008: Family Wealth Report--Trust, Process, and the Madoff Case
Winter 2008: The Journal of Wealth Management--Freedom From Wealth and the Contemporary Global Family
14 October 2008: Family Wealth Report--An Industry lets its Clients Down
23 September 2008: Family Wealth Report--Families First: America In Global Wealth Management
September 2008: Euromoney: Private Banking and Wealth Management--Safeguarding Family Wealth In A Changing World
4 February 2008: Family Wealth Report--Families First: Fairness Goes Beyond Sharing The Wealthy Wealth
27 September 2007: Family Wealth Report--Families First: Tradition In A Multicultural World
Nov/Dec 2006: Families in Business--Releasing the Shackles of Wealth
2 May 2005: The Deal--Mom and Pop Family Planning
16 February 2004: The Deal--Its Own Reward: Philanthropy
29 September 2003: The Deal--Sitting Duck: To Be a Trustee
23 June 2003: The Deal--Forever After: Dynasty Trusts
7 April 2003: The Deal--Death and Taxes: Repeal of the Estate Tax
November 2002: Transcript of Lecture at Peking University Law School--Creation, Management and Transmission of Family Wealth