The two wealth management and family office veterans, P. Scott Gregorchuk and William D. Luterman will join Forbes Family Trust as CEO and Chief Investment Officer respectively, while both executives will join Keith Bloomfield, the president of Forbes Family Trust, in managing all aspects of the business.
Commenting on the move, Miguel Forbes, vice chairman of Forbes Family Trust, said: "We are extremely pleased that our partnership with LGL will allow Forbes Family Trust to create a better global wealth management solution for high net worth families and individuals."
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P. Scott Gregorchuk added: "Since the establishment of its world-famous business media publications nearly a century ago, the Forbes name has been synonymous with success, entrepreneurship and trust. LGL and our clients share these values and what the Forbes name represents. We share the same culture and a singular focus on performance and service. By combining our resources, we believe we can provide clients with world-class capabilities."
Forbes Family Trust was created as a private wealth management group targeting HNWI and families around the world.
LGL provides investment and family office solutions to like-minded individuals and families who desire the objectivity, access, acumen, and experience that LGL has brought to its founding families.
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