What are the Principles of Private Wealth Management developed by LGA and why are they important?
• The Principles, written by Charles Lowenhaupt, founder of Lowenhaupt Global Advisors in conjunction with LGA staff and the LGA Global Council, are a code of conduct and best practices that govern our approach to providing services. LGA and the members of its Global Council are committed to helping each client adopt and comply with the Principles and the Standards being developed from them. The Principles ensure that your wealth is managed with discipline, process and integrity. • The Principles form the basis of a major global initiative led by families of wealth and the industry ’s most respected wealth advisors. For more information about the initiative and the Standards, visit www.wealthstandards.org.
