Why Work With Us?

Successive generations of families have worked with us because of our values and leadership.   As a family-owned business for three generations, we take pride in the tradition of service begun in 1908 by Abe Lowenhaupt, the first U.S. attorney to concentrate on income tax law.

Integrity

We provide independent advice with an emphasis on risk management.  We fully disclose our fees, and we do not accept any third-party compensation. There are no embedded fees or conflicts of interest.

Service

We understand the art of exceptional service. Our staff-to-client ratio is among the best in the wealth management industry. Frequent dialogue with clients ensures that the investment strategy and a family’s goals are always in synch.

 Results

We believe that results should be measured in terms of generations and decades, not quarters or years. The appropriateness of investments is as important as investment performance. Careful monitoring is built into our oversight process.

 Teamwork

We draw on the experience and expertise of a multi-disciplinary team to manage the complex issues of family wealth.  Our families are free to continue working with existing partners, family office staff and trusted advisors.

Process and Transparency

We understand we have an obligation to be transparent in program design and execution.  Our systems create a series of checks and balances that govern all of our efforts and delivers superior risk management and communication.

Value

Our fees are based upon the services we deliver and are not dependent upon assets under management. In most instances, we can provide an increased level of service at a lower cost than your current provider.