LGL traces its history from the formation of a privately-held business four decades ago, to a modern multi-family office which today manages a globally diversified portfolio of investments. Since its launch as a multi-family office in 2010, LGL has added experienced senior wealth management executives to expand its capabilities and offer its services externally. Today, LGL is a multi-family office that leverages multiple decades of sophisticated hands-on family office experience, with an experienced Wall Street investment component, to provide and guidance from executives who have headed global wealth management businesses.

In 2019, LGL’s parent company acquired the assets of Optima Asset Management LLC, an established hedge fund shop. This strategic transaction allowed LGL to expand its footprint in the hedge fund industry and give our clients access to Optima’s managers, some of which may be otherwise closed to new investors. In February 2021, FWM Holdings, parent company of LGL, Forbes Family Trust, and Optima Asset Management, merged with Stanhope Capital Group, creating a combined enterprise that benefits from a presence spanning Europe and the US and advises on over $24bn. FWM Holdings is led by CEO Keith Bloomfield and the combined group is led by Chairman and CEO Daniel Pinto.