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

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