Linda Vitaletti Joins Lowenhaupt Global Advisors

Business Wire, June 23, 2009

Senior Wealth Management Professional to Work With Single-Family Offices

ST. LOUIS -- Linda Vitaletti, a wealth management professional with more than 20 years of experience, has been appointed Principal of Lowenhaupt Global Advisors (LGA).

Vitaletti will work in the firm’s Family Office Advisory Services, a newly created group at Lowenhaupt Global Advisors. Family Office Advisory Services will focus on building relationships with single-family offices in North America.

“Many families today are looking to established family offices like Lowenhaupt Global Advisors for advice and support to manage through a very difficult time,” said Charles Lowenhaupt, Chairman, CEO and President of Lowenhaupt Global Advisors. “LGA’s Family Office Advisory Services was formed to help single-family offices access the firm’s expertise in process and efficiency. Linda Vitaletti understands the challenges facing single-family offices and will play a key role in helping us help families achieve their goals of protecting and preserving their wealth.”

In the past few months, Lowenhaupt Global Advisors has been in discussions with a number of single-family offices about ways to leverage the expertise and resources LGA has built over one hundred years. In the wake of the Madoff scandal and other high profile cases of fraud, Lowenhaupt Global Advisors has been working with families to bring greater process and discipline into their operations. In February, Lowenhaupt Global Advisors published the Principals of Private Wealth Management, a comprehensive set of fundamental practices that outlines the steps families and trusted advisors can take to implement more oversight and management discipline.

To download a copy of the Principles, go to http://www.lowenhauptglobaladvisors.com/articles/Principles of Private Wealth Management Jan 2009.pdf

“Lowenhaupt Global Advisors has a global reputation for ethics and integrity, and I am looking forward to building on the momentum generated by the Principles to help families better manage their wealth,” Vitaletti said. “Lowenhaupt Global Advisors has the resources and expertise to help families improve transparency, compensation structures, governance and succession, philanthropy and community involvement, access to information, as well as the oversight and monitoring of investment managers.”

Prior to joining LGA, Vitaletti worked for U.S. Trust in the private wealth management group as Vice President and Client Advisor. At U.S. Trust, Vitaletti’s responsibilities included business development, strategic marketing and relationship management. Before that, she worked for JPMorgan Chase in New York as Vice President and Manager of Direct Investment Services. Earlier in her career, she worked for Prudential Securities as Associate Vice President and Financial Advisor. Vitaletti has NASD Series 7, 24 and 63 licenses and has been a Certified Financial Planner since 1987. She earned a Bachelor of Science degree in Education from Binghamton University in New York.

About Lowenhaupt Global Advisors

Lowenhaupt Global Advisors has been helping families of substantial wealth build, preserve and control their assets for 100 years. Working with the affiliated tax firm of Lowenhaupt & Chasnoff, Lowenhaupt Global Advisors provides sophisticated, independent advice on family wealth transfer, taxation, estate planning and probate, investment portfolio allocation and business structuring. For more information about Lowenhaupt Global Advisors Australia, call 61 2 8297 6566 or visit lowenglo.com.au. In the United States, call 1.314.345.8181 or visit lowenhauptglobaladvisors.com.