Monday, February 4, 2008

Charles A. Lowenhaupt

"People ask me, 'What is the secret of success in family wealth management?' There are many secrets of success. But an important one is to let each family member feel that he or she is free and independent to lead life the way he or she wants to lead life, and share services where he or she wants to share services. That is, in my parlance, to 'bundle' where they want to 'bundle,' and to 'unbundle' where they don't want to 'bundle.'"

Charles A. Lowenhaupt, Chairman & Chief Executive Officer, Lowenhaupt Global Advisors, US (
Meeting on February 4, 11.30 am


Murali said...

About Charles...

Charles A. Lowenhaupt is Chairman and CEO of Lowenhaupt Global Advisors the family office for select families of substantial wealth globally. An attorney, Charles is also Managing Member of Lowenhaupt Global Advisor's affiliated firm Lowenhaupt & Chasnoff, the United States' first tax law firm established by his grandfather in 1908, and with that firm concentrates in wealth counseling and estate planning.

As a Founding Advisory Faculty member for the Institute for Private Investors, Charles currently advises the Institute as an Emeritus Member and contributor to its programs. An active member of the American and Missouri Bar Associations, he served as Chairman of the Generation-Skipping Transfer Tax Subcommittee of the Estate and Gift Tax Committee of the American Bar Association Tax Section from 1995-2004. Among his many philanthropic activities, Charles is a director of the Foundation for Fiduciary Studies (Pittsburgh), the Clements Library of the University of Michigan (Ann Arbor), The Barnes-Jewish Hospital Foundation (St. Louis), Grand Center (St. Louis) and the St. Louis Art Museum. He is a former President of the Harvard Club of St. Louis, former President of the Regional Hospital Foundation, and a former Commissioner of the St. Louis Zoo.

An extensive writer and speaker on matters relating to family wealth transmission and family philanthropy, Charles authored the chapter, "How to Build a Winning Team of Financial Advisors" for Wealthy & Wise: Secrets about Money, issued by Neuberger Berman and is a frequent contributor to The Deal, the financial news weekly. He has spoken at the Fudan University Law Department in Shanghai, Beijing University Law School in Beijing, China, the Campden Asia Pacific Family Office Conference in Hong Kong, the European Family Office Conference in London--among many others.

Charles earned his B.A., cum laude, from Harvard University and his J.D. (magna cum laude and Order of the Coif) from the University of Michigan. He is a member of the bar of Missouri and the New York Bar.

Murali said...

From today's issue...

Wealth management starts with the question ‘What is the wealth for?’