For almost a century we've achieved this objective by helping families like yours to build,
preserve and control wealth.
Our in-house team, working with Lowenhaupt & Chasnoff, provides sophisticated,
independent advice on family wealth transmission, taxation, estate planning and probate,
investment portfolio allocation and business structuring.
Once we have a clear understanding of your family and its priorities, we construct a client
team to meet those needs, headed by a designated family office executive who coordinates all
of the team members who focus on your needs. That person reviews every project relating to
your family on a daily basis and meets with your team members at least weekly to ensure
continuity.
We prepare regular reports for you as you wish, and communicate with you as frequently,
or infrequently, as you desire.
Today and tomorrow
Today, we have a world-class team of in-house financial and business experts, composed
of people of various ages, ensuring continuity—ensuring that the services provided by
Lowenhaupt Global Advisors will continue to be available to your children, your grandchildren
and your family.
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