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. Financial Review
  2. Estate Planning and Wealth Transfer
  3. Investment Advisory Services
  4. Trust Administration
  5. Individualized Counseling and Education
  6. Document Storage and Management
  7. Family Communication
  8. Administrative (Reporting and Recordkeeping)
  9. Philanthropic Services
  10. Risk Management
  11. Billing Management
  12. Business Consulting
  13. Business / Family Meetings
  14. Cash Management
  15. Concierge / Client Specific Projects
  16. Legal Services
  17. Property Management
  18. Coordination of Taxes
  1. Financial Review
    • Debt Management
    • Guardian / Conservatorship
    • Financing
    • Personalized Cash Reporting and Budgeting Analysis
    • Retirement Planning
    • (Back to Family Office Services)
  2. 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)
  3. 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)
  4. Trust Administration
    • Beneficiary Education
    • Distributions
    • Fiduciary Best Practices
    • Report and Notice Requirements
    • Trustee Services
    • Trustee Succession
    • (Back to Family Office Services)
  5. Individualized Counseling and Education
  6. Document Storage and Management
  7. Family Communication
  8. 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)
  9. Philanthropic Services
    • Donor Advised Funds
    • Foundation Management and Compliance
    • Non-Profit Evaluations
    • Personal Giving
    • Strategic Philanthropy
    • (Back to Family Office Services)
  10. 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)
  11. Billing Management
  12. Business Consulting
  13. 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)
  14. 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)
  15. Concierge / Client Specific Projects
  16. Property Management
  17. Coordination of Taxes*

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