Experience and Relationships

Each founding partner has nearly two decades of experience advising ultra high net worth families and institutions. The firm's leadership has senior executive-level experience from the leading firms on Wall Street, and deep relationships with leading industry professionals, consultants, and managers, developed over many years.

In addition, LGL leadership has served in a variety of roles including a direct advisor to the Pennsylvania State Treasurer, and has served on the boards of alternative investing groups such as the Mid-Atlantic Hedge Fund Association, GAIM (the Global Alternative Investment Management organization), and founded a regional family office management organization. Relationships such as these provide a rich perspective and deep network that we believe enhances the intellectual capital we can bring to our clients.