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A Well Coordinated Approach to Wealth Management

 

Lowenhaupt Global Advisors provides solutions led by your Family Office Executive.

 

The Role Of Family Office Executive

The Family Office Executive is the team leader who manages your single-family office on a day-to-day basis.  The Family Office Executive ensures that objectives are met, costs are controlled and adjustments are made as needs evolve.

 

Seamless Management

The Family Office Executive coordinates the interaction among advisors providing investment management, tax and estate planning, risk management, fiduciary services, family governance and philanthropy.

 

Customized Programs

The Family Office Executive brings together the specific services to meet the needs of individual family members.  The Family Office Executive will oversee the execution of the plan prepared for each family member.

 

Guided By Timeless Values

The Family Office Executive is committed to our values: integrity, exceptional service, independence, transparency, compassion, risk management and a focus on ensuring that wealth achieves its objectives.

 
 
 


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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.