Our Services

Encompassing Family Office Services

Services are provided by LGA or, where applicable, services that are provided by LGA’s affiliated law firm or other external professionals are coordinated by LGA.

  1. Administrative (Reporting and Recordkeeping)
  2. Billing Management
  3. Business Consulting
  4. Business / Family Meetings
  5. Cash Management
  6. Concierge / Client Specific Projects
  7. Document Storage and Management
  8. Estate Planning and Wealth Transfer
  9. Family Communication
  10. Financial Review
  11. Individualized Counseling and Education
  12. Investment Advisory Services
  13. Legal Services
  14. Philanthropic Services
  15. Property Management
  16. Risk Management
  17. Coordination of Taxes
  18. Trust Administration
  1. Administrative (Reporting and Recordkeeping)
    • Act as Financial Reference and/or Agent for Clients
    • Annual Activity Summary and Analysis
    • Account Administration
    • Bookkeeping
    • Consolidated Reporting
    • Medical Records and Expenses
    • Partnership and LLC Administration
    • Project List Management
    • Senior Care Facilitation
    • (Back to Family Office Services)
  2. Billing Management
  3. Business Consulting
  4. Business / Family Meetings
    • External and Internal Investment Reviews
    • Meetings with Other Outside Providers at Client Request
    • Minutes and Formal Recordkeeping
    • Scheduling, Coordination, Preparation and Facilitation
    • Service Provider Summits
    • Trustee
    • (Back to Family Office Services)
  5. Cash Management
    • Annual Exclusion Gifts
    • Annual Minimum IRA Distributions
    • Annual Withdrawals
    • Balance Management
    • Bill Paying
    • Capital Calls
    • Check Requests
    • Deposit Processing
    • Investment Manager Fees
    • Income Distributions
    • (Back to Family Office Services)
  6. Concierge / Client Specific Projects
  7. Document Storage and Management
  8. Estate Planning and Wealth Transfer*
    • Family Foundations
    • Family Governance and Legacy Planning
    • Marital Agreements
    • Multi-Generational Planning
    • Trust, Wills, Powers of Attorney, Medical Directives
    • (Back to Family Office Services)
  9. Family Communication
  10. Financial Review
    • Debt Management
    • Guardian / Conservatorship
    • Financing
    • Personalized Cash Reporting and Budgeting Analysis
    • Retirement Planning
    • (Back to Family Office Services)
  11. Individualized Counseling and Education
  12. Investment Advisory Services
    • Account/Statement Review
    • Asset Allocation Strategy
    • Capital Markets Strategy
    • Investment Manager / Custodian Contracts
    • Investment Policy Design
    • Investment Review and Analysis
    • Manager Selection and Monitoring
    • Non Traditional Investments i.e. Private Equity
    • Performance Measurement and Review
    • Private Equity / Business Investments
    • (Back to Family Office Services)
  13. Legal Services*
  14. Philanthropic Services
    • Donor Advised Funds
    • Foundation Management and Compliance
    • Non-Profit Evaluations
    • Personal Giving
    • Strategic Philanthropy
    • (Back to Family Office Services)
  15. Property Management
  16. Risk Management
    • Conflict of Interest Avoidance
    • Credit Report / Identity Theft Remediation
    • Emergency and Crisis Management
    • Insurance Review and Management
    • International Resident Issues
    • Security and Background Checks
    • (Back to Family Office Services)
  17. Coordination of Taxes*
  18. Trust Administration
    • Beneficiary Education
    • Distributions
    • Fiduciary Best Practices
    • Report and Notice Requirements
    • Trustee Services
    • Trustee Succession
    • (Back to Family Office Services)

*Coordinated by the Family Office Executive with appropriate services rendered by external legal counsel, tax preparers or others.