Ed Lazar
Directeur/Membre du Conseil chez Global Partnerships (Private Equity)
Profil
Ed Lazar
Ed has 30+ years of experience helping families of significant means manage their financial wealth.
In January 2018, Ed became Executive Director for Milburn Services, LLC, the family office for the four generations of the Katherine Belk family in Charlotte, North Carolina.
Prior to Milburn, Ed was President of Threshold Group, a Seattle-based multifamily office from 2001 until its sale in late 2017.
Ed had overall responsibility for the creation and delivery of Threshold’s integrated wealth management service offering, including Threshold’s pioneering impact investing practice.
Ed’s philanthropic passions are rooted in education.
Ed is a former member of the Family Office Exchange Advisory Board; the Alumni Association board of his alma mater, Valparaiso University; Treasurer of Communities in Schools of Peninsula (Gig Harbor); board member of the Innovation Entrepreneurship Center at the Albers School of Business, Seattle University and the Chair of the College Success Foundation in Tacoma, Washington.
Ed currently serves on the advisory board for the Evans School of Public Policy and Governance at the University of Washington.
Ed is a Certified Public Accountant and Personal Financial Specialist in the states of Washington and North Carolina and is a member of the national and Washington CPA societies.
Ed is a frequent writer and speaker on families and family office industry issues.
He and his wife Paula (also a Valparaiso graduate) have three children.
Postes actifs de Ed Lazar
| Sociétés | Poste | Début |
|---|---|---|
Global Partnerships (Private Equity)
 Global Partnerships (Private Equity) Investment ManagersFinance Global Partnerships (Private Equity)(Global Partnerships) is a private equity subsidiary of Global Partnerships firm founded in 1994. The firm is headquartered in Seattle, Washington. | Directeur/Membre du Conseil | - |
| Milburn Services LLC | Directeur/Membre du Conseil | 01/01/2018 |
Anciens postes connus de Ed Lazar
| Sociétés | Poste | Fin |
|---|---|---|
Threshold Group LLC
 Threshold Group LLC Investment ManagersFinance Founded in 1999, Threshold Group LLC is a wealth management firm and registered investment advisor located in Gig Harbor, Washington. The firm is primarily owned by RT Management LLC, which is primarily owned by the 2006 Threshold Return of Capital Trust. Threshold Group provides investment advisory services to ultra high net-worth families, especially large, complex, multigenerational families; large family foundations; and high net-worth individuals and families. | Private Equity Investor | 31/12/2017 |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | 31/12/2000 |
Family Office Exchange LLC
 Family Office Exchange LLC Investment ManagersFinance Family Office Exchange LLC provides research, education, networking, and advisory services for wealth owners, family office executives, and advisors in the United States and internationally. Its services include investment advice, management, and monitoring; and financial and tax planning, wealth transfer planning, financial recordkeeping and compliance, family foundation management, and client education and goal development. The company was founded by Sara Hamilton in 1989 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Formation de Ed Lazar
| Valparaiso University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
Threshold Group LLC
Threshold Group LLC Investment ManagersFinance Founded in 1999, Threshold Group LLC is a wealth management firm and registered investment advisor located in Gig Harbor, Washington. The firm is primarily owned by RT Management LLC, which is primarily owned by the 2006 Threshold Return of Capital Trust. Threshold Group provides investment advisory services to ultra high net-worth families, especially large, complex, multigenerational families; large family foundations; and high net-worth individuals and families. | Finance |
Family Office Exchange LLC
Family Office Exchange LLC Investment ManagersFinance Family Office Exchange LLC provides research, education, networking, and advisory services for wealth owners, family office executives, and advisors in the United States and internationally. Its services include investment advice, management, and monitoring; and financial and tax planning, wealth transfer planning, financial recordkeeping and compliance, family foundation management, and client education and goal development. The company was founded by Sara Hamilton in 1989 and is headquartered in Chicago, IL. | Finance |
Global Partnerships (Private Equity)
Global Partnerships (Private Equity) Investment ManagersFinance Global Partnerships (Private Equity)(Global Partnerships) is a private equity subsidiary of Global Partnerships firm founded in 1994. The firm is headquartered in Seattle, Washington. | Finance |
| Milburn Services LLC |
