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December 3, 2009

September saw the launch of a new set of Standards aimed at protecting private wealth holders. Katie Barker reports on the preliminary reactions to the Standards

A majority of families agree with a set of Standards, launched in September, designed to promote responsible wealth management and protect private wealth holders. To date 62% of people surveyed said they agree with the proposed Standards as they are, 30% said they agree with them but would like to refine them, while 8% said they did not agree at all.

December 2, 2009

Post-liquidity families who are struggling to come to terms with the physiological effects of money lost as a result of the financial crisis could find help in a new set of Standards, writes Tom Davidow

In a previous article, Surviving Madoff, (Campden FB, Winter 2009), about the devastating consequences to families who were victims of Madoff's ponzi scheme and, more generally, of the world economic crisis, I outlined Elizabeth Kubler-Ross's five stages of grief—denial, anger, bargaining, depression, acceptance—as a way for high net worth families and business-owning families to understand the p

October 26, 2009

Don Trone and Charles Lowenhaupt, founders of a new set of Standards for private wealth holders the world over, explain what they hope to achieve

According to Charles Lowenhaupt, chairman of Lowenhaupt Global Advisors: "The problem with 2008 was not that the markets went down, investors are used to markets going down, the problem was loss of trust. And if you don't trust financial service providers, you have to micromanage them."

February 13, 2009

By a margin of nine to one Campden FB readers agree that a global standard would help to protect private wealth holders.

By a margin of nine to one Campden FB readers agree that a global standard would help to protect private wealth holders. The poll was carried out following the launch of an initiative by Don Trone, president and founder of the Foundation for Fiduciary Studies, and Charles Lowenhaupt, chairman of Lowenhaupt Global Advisors.

January 28, 2009

At a time when families are worried about dwindling portfolios and global market turmoil, could a new set of principles help to minimise the possibility of financial mismanagement and fraud?

At a time when families are worried about dwindling portfolios and global market turmoil, could a new set of principles help to minimise the possibility of financial mismanagement and fraud?

That's the view of US-based advisor Charles Lowenhaupt and Don Trone, president and founder of the Foundation for Fiduciary Studies, who have launched "Principles of Wealth Management For Private Wealth Holders" – an initiative they hope will create new safeguards for managing substantial wealth for individuals, families, family offices, foundations and private trusts.

April 9, 2008

An advisory firm has launched a service that it claims is a world first for UHNW global families.

An advisory firm has launched a service that it claims is a world first for UHNW global families. US-based Lowenhaupt Global Advisors has unveiled a nine-member Global Council comprised of professionals who have extensive experience advising families of substantial wealth and are recognised as being among the most respected advisors in the US, Europe, Asia and Australia.

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