The emergence of the family office as a mainstream solution for wealth management belies its deep history in the global financial landscape. Elite families like the Rockefellers and Carnegies established structures to ensure objective management of their wealth. LGL offers a modern day solution for those who want a private, unbiased advocate for the management of wealth and life.
LGL Partners combines the scale to deliver tailored, institutional investment solutions with the nimbleness of a firm built to serve a distinguished, elite group of clients. These figures represent the total assets under advisement and distinct family accounts of LGL Partners and its affiliates. Total assets under advisement presented here differs from regulatory assets under management ("RAUM") reported on LGL's Form ADV.
LGL Partners combines the scale to deliver tailored, institutional investment solutions with the nimbleness of a firm built to serve a distinguished, elite group of clients. These figures represent the total assets under advisement and distinct family accounts of LGL Partners and its affiliates. Total assets under advisement presented here differs from regulatory assets under management ("RAUM") reported on LGL's Form ADV.
Services
Through a combination of talent, experience, and resources, LGL Partners works with individuals and families to manage their wealth and lifestyle. Our mission is to partner with a select group of clients to provide the highest level of investment management expertise and service, while safeguarding wealth across generations.
Family offices have emerged as the investment management vehicle of choice for successful families and individuals. Wealthy investors typically hire managers at banks and brokerage firms to handle their financial affairs. A family office is considered a step up from such an arrangement, with a team of advisors working exclusively, and directly, for the client.
Our clients include highly successful entrepreneurs, corporate executives, financial executives, and leaders that share our culture, principles, ethics, process, and commitment to independence and objectivity. LGL can provide a full-service private family office solution, or can serve as an external CIO for families that wish to access investment expertise.
LGL delivers customized investment solutions. Our relationship with our clients is comprehensive-enabling us to design a plan for the long term, while recognizing that being tactically nimble can help to manage risk. By developing a personal risk profile and identifying wealth management goals, we initially structure a plan to guide the investment process.
LGL realizes that the management of complex investment portfolios can be time consuming for our family clients. We help to streamline this process by providing extensive and detailed reporting of investment and other asset holdings and performance, regardless of where the assets are held or custodied.
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