Our Philosophy

Through a combination of talent, experience, and resources, LGL Partners works with individuals and families to manage their wealth and lifestyle. Our mission is to partner with a select group of clients to provide the highest level of investment management expertise and service, while safeguarding wealth across generations.

We believe the wealth management industry is going through a paradigm shift, and LGL is part of the transformation of the way independent and objective wealth management is delivered. LGL has the resources and expertise to navigate and evaluate Wall Street, product providers, and the broader global investment marketplace to ensure our family partners are exposed to the universe of investment options, accessed at competitive cost, and presented with genuine objectivity.

LGL acknowledges that a true family office experience also requires dedication to simplicity. From consolidating and reporting on assets, to advising on aircraft options and art collections, LGL understands that significant wealth can lead to complexity. LGL will deliver the lifestyle-management expertise developed within our family office to provide solutions to our partners' varied needs with an intense level of attention to detail.