WEALTH MANAGEMENT
FACILITATES, DEVELOPS, AND
IMPLEMENTS BESPOKE SOLUTIONS
Our wealth management and family offices services company sources, facilitates, develops and implements creative and innovative solutions to meet the challenges faced by individuals and families around internal management and governance, corporate restructuring, succession planning, inheritance taxation, cross-jurisdictional Shari'a probate and philanthropy.
BALANCING
TRADITION AND INNOVATION
We focus on unlocking value for you by providing solutions that are carefully and thoughtfully tailored to meet your personal and societal needs.
We understand the pressures inherent in consolidating business and personal interests in an increasingly globalized world, providing a rational and holistic approach that embraces custom and tradition while applying the most innovative ideas and techniques to produce client solutions.
CAPABILITIES
FAMILY GOVERNANCE
We provide a full suite of governance services to ensure that the management of internal family matters can be managed effectively to minimize intra-family dispute and conflict.
FAMILY OFFICE SERVICES
We provide a tailored service which caters to clients’ individual situations, including comprehensive and highly personal temporary family office structures, mentorship and ancillary support and administrative services.
PHILANTHROPHY
Whether engaging with a small family foundation or a large grant-making trust with significant assets, we assist clients with charitable initiatives and their specific requirements, nimbly navigating regulations and tax regimes.
SHARIAH PROBATE
We help our clients to navigate the complexities of succession planning across legal structures that span Shari'a and non-Shari'a jurisdictions to facilitate coherent and simplified treatment under probate.
TAX PLANNING
We help our clients to deal with relevant tax authorities and we assist in creating asset protection structures and long-term planning to eliminate or minimize the impact of capital gains and inheritance taxes.
TRUST AND ESTATE PLANNING
We seek to ensure the structures we recommend remain flexible, robust and sustainable. We regularly review all client trust structures to ensure that they continue to meet the needs and objectives of our clients.
Wealth is a product
of man's capacity
to think
AYN RAND
PRESERVATION AND VALUE CREATION
We continue to meet the changing needs of both clients, providing solutions that are at once adaptable and scalable. Lowndes Partners' scale and capabilities, combined with its nimble ownership and operating structure allow to the firm to innovate in a space that has traditionally adopted a "one-size-fits-all" approach.
By combining best-in-class service providers with an in-depth understanding of our clients' needs, we are able to offer
thema truly bespoke service which addresses both their tactical and strategic goals for long-term value.