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