Family Office Services

As a family office, LGL Partners has experience providing a variety of lifestyle solutions to successful individuals and families.

In addition to our investment solution capabilities, LGL offers:

  • Aggregated reporting: balance sheet preparation, tax preparation, etc.
  • Aircraft advisory and discount charter services, yacht advisory
  • Wealth transfer advice
  • Wealth structuring (asset location)
  • Tax efficient vehicles (estate, gifts, GRATs)
  • Mortgage and insurance services
  • Transition event planning
  • Art advisory, residence advisory (staffing), etc.
  • Strategic life insurance structures
  • Next generation wealth educational advisory
  • Philanthropic advice
  • Bill pay service
  • Foundation creation and management
  • Concierge services
  • Foundation infrastructure
  • Grant-making advice