Lowenhaupt Global Advisors
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How We Think

Getting to know each and all of you

Whenever we bring on a new family we make it a point to meet each family member, whether or not there is a direct need. When necessary members of our in-house team will travel in order to meet with you in person.

Our next step is to prepare a detailed, consolidated report for you, based on a Family Wealth Audit™, a comprehensive review of all the family entities, trusts and accounts prepared in collaboration with Lowenhaupt & Chasnoff. Clients who see this consolidated information for the first time often find it surprising and rewarding.  

Creating and integrating new structures

"Whether you are a wealth creator or a wealth inheritor, the objective is to give you freedom and control over your life."

When a family member tells us "I want to hire a new manager" or "I want to do my own investing", unlike other family offices our job is not to say "No, you can't." As your advocate, our job is to help you accomplish what you want—to identify your objectives and provide the dedicated resources you require, with the highest level of service and quality. We will even dedicate a team member to serve as the operational assistant to a family member "CEO."
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Family Wealth Audit

Working in collaboration with the family's existing legal counsel, we review all of the estate planning and other governance instruments and entities to understand the entire wealth situation. We then take each participating family member through a customized survey designed to ascertain understanding of the details and perspective on the principles.

After the interaction with the family around the survey, we summarize how the wealth planning instruments and entities reflect the goals and objectives of the family and how they do not, where efficiencies can be built into the management of various entities, and where further communication among family, with advisors and with others, might move the family forward in its objectives. The summary takes the form of a written report and a presentation of findings usually requires a two-day family meeting.

The result is far more effective family wealth management. Advisors are enabled through more efficient communication with the family. Family members are enabled to pursue their own interests and at the same time manage the wealth responsibly.