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We will also work with outside law firms as necessary to provide the services you want or need.

Configuring our services to meet your exact needs

You may choose to use as many or as few of our services as you want or need. These include, but are not limited to:
In addition, through our affiliate Lowenhaupt & Chasnoff you have access to:
 


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Setting Objectives and Purposes

Consideration of specific family issues

What is the wealth for?

How was the wealth generated?

Children and grandchildren
  • Children without children
  • Children with many children
  • Step-children and adoption
Issues of governance and management
  • Age of participation in governance--
    minimum and maximum
  • Family members interested in management
  • Philanthropy's role
  • Bundle or unbundle
    
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Investment Management

Asset Classes and Management Styles
  • Equities and fixed income
  • Alternatives and Derivatives
  • Private and venture investments
  • Real estate
  • Tangibles: Art, jewelry, collectibles
  • Commodities, currencies and others
Custodian of stocks and bonds
  • Bank
  • Brokerage
  • Record keepers
  • Family Office
Accountants

Money managers
  • Banks and brokerages
  • Investment advisors
        Counselor vs. manager
  • Funds: hedge, alternative and mutual
  • Manager of managers
        Multiple investment managers
        Allocate asset classes
        Evaluate managers for performance and style
        Design and delivery of reporting systems
        Audit
  • Consultant or asset allocator
  • Family office
Fee considerations
  • Brokerage commissions
  • Custodial fees
  • Manager of managers and fund of funds

    
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Risk Management

      Investment risks/rewards

      Health care

      Property & casualty

      Personal security

      Employer

      Life insurance

    
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Record Storage and Retrieval

      Document retention
      Privacy and confidentiality

    
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Legal Services

Lowenhaupt Global Advisors is affiliated with Lowenhaupt & Chasnoff, LLC, a law firm concentrating in taxation, founded by Abraham Lowenhaupt in 1908. Members of the law firm regularly provide legal services to many of our families and work closely with the Lowenhaupt Global Advisors' team. 		   
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Management of Governance Entities

Lowenhaupt Global Advisors works with Lowenhaupt & Chasnoff and other lawyers selected by our clients in
the following Trust areas:

Creator of trust
  • Settlor, Grantor, Creator, Donor
  • Revocable or irrevocable trust
Trustee/fiduciary responsibilities
  • Managing investments
  • Ascertaining beneficiary needs and protecting
    their interests
  • Maintaining books and records
  • Understanding and respecting the trust instrument
Beneficiary responsibilities
  • Communicating honestly with trustees
  • Understanding the trust and its operation
Trustees
  • Family members
  • Trusted advisors
  • Professional trustees: banks, attorneys and others
Beneficiaries
  • Life or term beneficiaries
  • Remainder beneficiaries
    
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Tax Consultation and Advice

In consultation with Lowenhaupt & Chasnoff and with other professionals selected by our clients, Lowenhaupt Global Advisors provides:

      Estate planning
      Income tax planning
      Tax return preparation
      Tax return filing
      Tax payment
      Record storage and retrieval
      Document retention
      Privacy and confidentiality