News Releases
5 April 2011:
Sean Cortis Named CEO of Lowenhaupt Global Advisors Australia
22 September 2010:
Lowenhaupt Global Advisors and Rogerscasey Offer Services To
Strengthen Investment and Risk Management For Families Of
Significant Wealth
12 January 2010:
Lowenhaupt Global Advisors And Rogerscasey Announce Agreement
5 October 2009:
Daniel J. DeSimone Joins Lowenhaupt Global Advisors
23 September 2009:
Institute of Wealth Management Studies: Global Initiative
Launched to Create Wealth Management Standards
31 March 2009:
Alliance 40minus Summit Gathers and Acknowledges Rising Talent
26 January 2009:
New
Global Initiative Launched To Help Safeguard Private Wealth
9 December 2008:
Lowenhaupt Global Advisors opens office in Australia
7 April 2008:
Lowenhaupt Global Advisors Announces Global Initiatives
Media Coverage
8 April 2011: Private Asset Management--Lowenhaupt
Australia Names New CEO
20 January 2011:
The Economist,
A
Special Report on Global Leaders
24 November 2009: Wall Street Journal Blogs--On
False Distinctions Between Family Offices
20 November 2009: Campden FO--Wealthy
families agree with proposed Standards
8 November 2009: Financial Times--Rich
Seek Shelter in Multi-Family Homes (free registration
required to view article)
1 November 2009: IBS Publishing--Institute
for Wealth Management Standards: Keeping it in the Family
26 October 2009: Campden FB--Standards
aim to create a long-term solution to wealth mismanagement
4 March 2009: Bloomberg Interview--Lowenhaupt
Says Wealthy Must Take Control of Investments
31 October 2008: St. Louis Business Journal–-Crisis
offers chance to remake financial services industry
24 October 2008: New York Times--Advising,
and Calming, the Worried Super-Rich
21 October 2008:
Financial Post--Big
firms hiring staff to clean up bad portfolios
21
October 2008: National Post--Big
firms hiring staff to clean up bad portfolios
14
October 2008: Reuters--Client
feeling let down
1 June 2008: Financial Times--A
close-knit business you can bank on (free registration
required to view article)
16 February 2008: The
Hindu--Advisors
must change too as business family changes: management expert
Selected Articles
15 February 2011: Family Wealth Report -
As Chinese Wealth Flourishes, Opportunity Emerges For The Family
Office
9 November 2010: Family Wealth Report -
Should Wealthy Families Act As Pension Funds Change Investment
Strategy?
23 November 2010: Family Wealth Report--Single
Family Offices And The Importance Of Trust And Loyalty
21 May 2010: Family Wealth Report -
Single-Family Offices Can Be Cost Effective
28 April
2009: Family Wealth Report--Families
First: Can Single-Family Offices Survive?
14 April 2009:
Family Wealth Report--Family
Wealth and the Dismal Truth
13 February 2009: Family
Wealth Report--Preventing
the Next Catastrophe
29 January 2009: Family Wealth
Report--New
Wealth-Management Principles
16 December 2008: Family
Wealth Report--Trust,
Process, and the Madoff Case
Winter 2008: The Journal
of Wealth Management--Freedom
From Wealth and the Contemporary Global Family
14 October
2008: Family Wealth Report--An
Industry lets its Clients Down
23 September 2008:
Family Wealth Report--Families
First: America In Global Wealth Management
September
2008: Euromoney: Private Banking and Wealth Management--Safeguarding
Family Wealth In A Changing World
4 February 2008:
Family Wealth Report--Families
First: Fairness Goes Beyond Sharing The Wealthy Wealth
27
September 2007: Family Wealth Report--Families
First: Tradition In A Multicultural World
Nov/Dec 2006:
Families in Business--Releasing
the Shackles of Wealth
2 May 2005: The Deal--Mom
and Pop Family Planning
16 February 2004: The Deal--Its
Own Reward: Philanthropy
29 September 2003: The Deal--Sitting
Duck: To Be a Trustee
23 June 2003: The Deal--Forever
After: Dynasty Trusts
7 April 2003: The Deal--Death
and Taxes: Repeal of the Estate Tax
November 2002:
Transcript of Lecture at Peking University Law School--Creation,
Management and Transmission of Family Wealth
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