Lowenhaupt Global Advisors is guided by a philosophy derived from its mission, vision and core values.

Our Mission

To provide care, counsel and un-conflicted wealth management advice on an individualized basis for the benefit of each family member.

Our Vision

To be the pre-eminent global provider of wealth counseling services to families with substantial wealth.

Our Core Values

  • Confidentiality
  • Counseling and listening
  • Acting without conflict of interest
  • Teamwork
  • Quality and attention to detail
  • Caring 
and fairness

Learn more about our philosophy.