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.
Investment Officers
Objective advice from experienced professionals and access to broad and unique investment opportunities
Family Office
Your private, independent, and objective manager of lifestyle and wealth
Consulting
Proprietary investment manager due diligence and selection of individual managers in the structuring of portfolios
IN NUMBERS
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.
Assets Under Advisement
Years Working with Families
Families and Institutions Served
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. For most recent information and more detail, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.