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Active vs. Passive Investing: The Virtues of Active Management

By Charles Lowenhaupt

As volatility returns to the market and inflation is again top of mind, it would be wise for private wealth holders to revisit the fundamentals of their investment philosophy.

If they have managed wealth properly, very little will have changed over years. As always, the starting question remains same: What is your wealth for? Due diligence, asset allocation process, and diversification remain the foundations of good wealth management. With the new tax law in the U.S., wealth holders may also want to revisit many of their tax strategies.Read More

Who Will Be The Champion Of The Wealth Inheritor?

By Charles Lowenhaupt

Who usually gets treated the worst when a wealth holder, his wealth advisor and his child deal with the family fortune? The wealth inheritor.

That may come as a shock to wealth holder parents who believe they are doing everything they can to help their children be successful and their wealth advisors who are supporting the “next generation,” but it’s no surprise to wealth inheritors. Too often, they are mistreated by their parents and mishandled by their wealth advisors. The result: Many wealth inheritors are miserable.

Wealth advisors can do a world of good for individuals and families of significant wealth if they realize the plight of the wealth inheritor and redefine their role as advisor. (more…)

An Open Letter to Warren Buffett About Wells Fargo

October 17, 2016 | By Charles Lowenhaupt

Warren, where are you?

Your company, Berkshire Hathaway, is the single largest shareholder in Wells Fargo, which was recently fined $185 million by U.S. regulators for fraudulently opening accounts for millions of customers. CEO John Stumpf announced his resignation last week.

Yet, there has been no word from you, one of the most respected investors of all time. You’re a man whose social conscience and impact is among the most enlightened on the planet. You set the example for Bill Gates, Mark Zuckerberg and others, but you have been deafeningly silent about the Wells Fargo culture and action. Many shareholders, customers, city officials, federal legislators and others have publicly expressed their dismay and indignation about Wells’ egregious practices. Some have even stopped doing business with the bank in protest.Read More

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