Guided by three generations of Lowenhaupts, including the visionary Charles Lowenhaupt, our current Chairman and Partner, we are committed to helping clients achieve “Freedom From Wealth.” Coined by Charles, this term embodies our commitment to empowering individuals as they self-actualize and realize their aspirations and goals.

Charles has authored three influential books, each guiding wealth creators and inheritors on the transformative journey to ‘Freedom From Wealth’ and its associated benefits. His debut book, ‘Freedom From Wealth,’ co-authored with Don Trone in 2011, is widely acknowledged as a pioneering work in family wealth management, offering strategies to safeguard and grow private wealth. In 2018, he followed with ‘The Wise Inheritor’s Guide to Freedom From Wealth,’ addressing the unique challenges wealthy inheritors face. His latest release in 2022, ‘The Chase Continues,’ provides a practical guide for aging wealth holders, urging them to pursue their dreams and live life to the fullest.

This trilogy is a testament to Charles’s unwavering commitment to guiding individuals and families toward financial security and personal fulfillment.