Private Investment Management provides comprehensive
investment, wealth advisory and capital markets execution services
for high net worth individuals and businesses, leveraging all the
resources of the Firm.
Our business groups include:
Investment Services
Lehman Brothers Investment Representatives manage our relationships
with high net worth individuals and businesses, providing comprehensive
investment, wealth advisory and capital markets execution services.
Our Investment Representatives leverage professionals across the
Firm, delivering the full benefit of Lehman Brothers' global resources
to our clients.
Portfolio Advisory
Our Portfolio Advisory Group supports our Investment Representatives
with asset allocation, portfolio strategy and manager selection
advice. The Group combines robust modeling technology with expert
insight from the Asset Allocation Investment Committee (a senior
group of Lehman Brothers' top market strategists, economists, investment
managers and analysts) to create customized portfolio recommendations
for our clients with the ability to continually monitor and rebalance
as clients' needs change. Portfolio Advisory analyzes both proprietary
and third party managers, ensuring our clients' access to the best
managers for their investment goals.
Wealth Advisory
Our Wealth Advisory Group supports our Investment Representatives
by working with our clients and their trusted advisors to recommend
plans for preserving and enhancing wealth across generations. The
professionals in this Group are experienced in tax, estate and financial
planning, and philanthropy. Wealth Advisory also works closely with
our other teams to ensure comprehensive, integrated solutions for
clients, including advice on pre-transaction wealth planning for
initial public offerings, sale of a business, or other wealth creation
events.
Lehman Brothers Trust Company
Lehman Brothers Trust Company provides private clients with comprehensive trustee and executor services that draw on the Firm's exceptional investment management capabilities. As trustee, we work to carry out clients' wishes objectively while investing trust assets and serving the needs of beneficiaries. Our National and Delaware charters provide us with the flexibility to administer trusts governed by the laws of any state. As executor, we manage clients' estates throughout the administration process, from handling tax filing requirements to distributing assets to beneficiaries. At all times, we partner with our clients' attorneys, accountants and other advisors to ensure we retain a comprehensive perspective. Additionally, we offer fiduciary services to institutional clients, including pension funds, endowments and foundations, for whom we can offer trust, administrative and investment services, including full investment outsourcing.
Capital Advisory
Our Capital Advisory group works with Investment Representatives
and other specialist teams to provide integrated wealth management
and corporate finance solutions for business owners, private equity
firms, corporate executives and other shareholders of restricted
and/or significant stock positions, as well as senior executives
of Lehman Brothers.
Capital Advisory delivers investment banking capabilities to companies
of every size, either through Lehman Brothers' global Investment
Banking franchise or through our Corporate Finance Solutions Network (“CFSN”), a platform of middle market investment banking firms specializing in servicing specific industries and geographies.
For individuals with concentrated stock holdings, our specialists
tailor capital market solutions to manage risk and provide liquidity
alternatives. For senior business executives, the Group also provides
restricted stock solutions, stock option plan services, and directed
share programs in conjunction with stock offerings.
The Capital Advisory Group additionally provides tailored solutions
to private equity firms and their partners, as well as to their
portfolio companies and these companies' executives. They deliver
the full resources of the Firm, including pre-transaction planning,
investment banking, capital markets capabilities, distribution management,
and other specialized services.
Institutional Client Group
The Institutional Client Group leverages the powerful Lehman Brothers
capital markets franchise to provide brokerage and market-making
services to small and mid-sized institutional clients in the fixed
income and equities capital markets. The Group also leads our effort
to establish business relationships with minority- and women-owned
financial firms, through our Partnership
Solutions Group.
Corporate Treasury Services
Corporate Treasury Services offers a full suite of products and services to our clients that reach beyond cash management. We provide capital market expertise, state-of-the-art reporting, analytical tools and top-ranked institutional asset management capabilities. Backed by Lehman Brothers' strength in the fixed income franchise, the team brings insightful advice, structuring and execution solutions across treasury functions. |
