CIBC Private Wealth Management has acquired Lowenhaupt Global Advisors, a $1.8 billion family office in St. Louis and New York.
“We are committed to being the premier private wealth management firm in North America, as we help our clients realize their ambitions for their wealth, both today and for generations to come,” said Jack Markwalter, chairman and CEO, CIBC Private Wealth Management, U.S. “Through our long-standing relationship with Lowenhaupt Global Advisors, we have provided investment management expertise for their clients for many years. We are pleased to deepen our family office expertise as we welcome LGA’s clients and strong team to our firm.”
LGA has a 110-year history of helping families of substantial wealth build, preserve and control their assets. The Lowenhaupt team provides sophisticated, independent advice on family wealth transfer, taxation, estate planning and probate, investment portfolio allocation and business structuring.
