Why Partner With LGA?
There are 5 compelling reasons. (1) We provide exceptional daily service to take care of each family we serve. (2) We provide increased value to those families we serve through lower operational costs and enhanced management level wisdom. (3) We have no template and there is no service or product we are trying to sell. (4) Through innovation and technology, we realize efficiencies, but never compromise on comprehensive customized management and service. In todays environment, investment oversight must be integrated seamlessly with tax and estate planning, risk management, fiduciary services, philanthropy and smooth, strategic family decision-making. But oversight doesnt end there. Careful monitoring of a familys entire plan and program is essential to its long-term well-being. (5) A seasoned professional, the Family Office Executive manages a team of investment, tax, legal, trust and administration professionals utilizing systems and processes designed to ensure that coordination is co
