Why work with Lowenhaupt Global Advisors?
• Integrity: We provide independent advice with an emphasis on risk management. We fully disclose our fees, and we do not accept any third-party compensation. There are no embedded fees or inherent conflicts of interests. Our interests are always aligned with our clients’. • Service: We understand the art of exceptional service. We believe our staff-to-client ratio is among the best in the wealth management industry. Frequent dialogue ensures that the investment strategy and a family’s goals are always in synch. • Results: We believe that results are measured in terms of generations and decades, not quarters or years. Our investment process delivers strong performance and the appropriateness of investments is as important as investment return. Careful monitoring is built into our oversight process. • Teamwork: We draw on the experience and expertise of a multi-disciplinary team to collaboratively manage the complex issues of family wealth. To ensure stability and success, families are
