Our Services
Encompassing Family Office Services
Lowenhaupt Global Advisors Australia provides comprehensive services for individuals and families of significant wealth.
Financial Review
Guardian / Trustee
Financing
Personalized Cash Reporting and Budgeting Analysis
Individualized Counseling and Education
Client advocate
Family Group
Individual
Estate Planning and Wealth Transfer
Family Foundations
Family Governance and Legacy Planning
Marital Agreements
Multi-Generational Planning
Trust, Wills, Powers of Attorney, Medical Directives
Risk Management
Conflict of Interest Avoidance
Emergency and Crisis Management
Insurance Review and Management
Investment Advisory Services
Asset Allocation Strategy
Capital Markets Strategy
Investment Manager / Custodian Contracts
Investment Policy Design
Investment Review and Analysis
Manager Selection and Monitoring
Non Traditional Investments i.e. Private Equity
Performance Measurement and Review
Private Equity / Business Investments
Business / Family Meetings
External and Internal Investment Reviews
Meetings with Other Outside Providers at Client Request
Minutes and Formal Recordkeeping
Scheduling, Coordination, Preparation and Facilitation
Service Provider Summits