Broker Check

Trust and Foundation Management Services


Through Investacorp Advisory Services,Inc.("IAS"), Ladenburg Thalmann Asset Management, Inc. ("LTAM") is a third party investment advisory firm addressing the investment needs of family trusts and institutional non-profit foundations. Also, the IAS relationship provides WhiteStone Wealth Management Services professionals with the ability to serve as Investment Consultants providing ongoing wealth management services to individuals, families, foundations, and endowments while the LTAM team serves as Investment Manager.

In addition, LTAM is a subsidiary of Ladenburg Thalmann Financial Services which provides investment banking, equity research, institutional trading, and asset management services through its subsidiaries. LTFS is also the holding company of Ladenburg Thalmann & Co. Inc. which was established in 1876 and joined the New York Stock Exchange in 1879. It quickly became one of the most influential private merchant banking firms serving as a major financial intermediary between America, Great Britain, and the European Continent. Ladenburg Thalmann & Co. Inc. was among the few investment banks to prosper during the Depression, and it played an important role in financing growth of American industry through the early twentieth century. Since the beginning, it has provided significant value as financial advisors to investors, corporate managers, and directors while raising capital for emerging industries.