LW
Loren Wengerd
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Work Experience
N/A
Feb 2015 - Present · 9 years and 11 months
Halo Systems
N/A
Jan 2008 - Present · 17 years
REBranding360
N/A
Jan 2016 - May 2018 · 2 years and 4 months
Company Details
A holistic approach… Living Well is a holistic approach to supporting the family through vision retreats, family lifestyle best practices, and financial wellness. Through education and organization in leadership, management, and family lifestyle best practices. Living Well allows a family to build a legacy through intentional, purposeful, and passionate living. Family is the greatest gift, it is the gift that sustains core values and strength. A next-generation family office… A family office is specific to each family, Living Well offers a holistic approach to creating a unified, steadfast family office which understands and supports the family’s unique needs and desires. Living Well’s next-generation family office focuses on three main areas: Vision & Wellness Retreats, Financial Wellness, and Family Lifestyle Best Practices. Many firms that cater to families with high net worth and Multi-Family Offices focus solely on managing the family’s finances and wealth. We at Living Well believe that money should be viewed as the fuel to advance the family’s passion, purpose, and wellness.
Year Founded
2014
Social Media
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Industry
Investment Management
HQ Location
Greater Los Angeles Area,West Coast,Western US
Keywords
Family OfficeLegacy PlanningLifestyle Best Practicesand Wellness Retreats
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