Client Practices

Core Beliefs

  • Financial planning drives our integrated process
  • A mix of strategic and tactical strategies provide opportunities across a global investment spectrum
  • A long term investment horizon should be balanced with liquidity requirements
  • A coordinated approach to traditional and alternative investing achieves better risk adjusted returns

Client Login

Client access to account information, investment updates and reports.

Daniel Luthern

Director
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Dan Luthern is a Director at Family Endowment Partners where he is responsible for a range of client, investment and finance responsibilities.

Previous Experience

From 2006 through early 2008, Dan owned and operated a financial analysis consulting firm. In that time period, he worked on financial modeling for companies in various industries including finance, private equity, and real estate development. Previous work experience includes an investment company focused on the acquisition, restoration, and management of both single and multi-family homes in the Boston, Massachusetts area. Dan also worked for over six years in the energy industry, where his focus was sales and marketing.

Education

Dan earned a BA in Engineering from Lafayette College and an MBA from the F.W. Olin School of Business at Babson College.

Dan lives in Winchester, Massachusetts with his wife and their three children.