About Living Waters Global
Advisory Built on Judgment, Not Just Transactions
Founded by Lauren Young, Living Waters Global is a strategic alliance consultant for Family Offices who expect discretion, expertise, and a partner invested in their long-term outcome — not a placement agent working toward a commission.
About Living Waters Global
Built From Experience, Not a Playbook
At our firm, we specialize in offering tailored financial advisory services specifically designed for family offices. We recognize that each family’s financial landscape is distinct, and we prioritize understanding your unique needs and goals. Our approach involves crafting personalized investment strategies that align perfectly with your objectives, ensuring your financial success and peace of mind.
Our commitment extends beyond traditional wealth management. We believe in making a meaningful difference in society, which is why we allocate 10% of our profits to initiatives aimed at ending homelessness and providing safe, stable homes for orphaned children. By partnering with us, you not only gain access to expert financial guidance but also contribute to positive social change.
Choose us as your trusted advisor, and together, we can achieve your financial aspirations while making a lasting impact on the community.
Our Approach
Advisory Built on Judgment, Not Volume
Living Waters Global operates as an advisory firm, not a broker-dealer. Every engagement starts with risk assessment, not a transaction, and we work with a limited number of clients at a time to protect the depth of every relationship.
Risk assessment before any recommendation
Advisory only — never a broker-dealer or placement agent
Selective, long-term engagements over volume
What Sets Us Apart
Access and Expertise Built Over Years
Four advantages that shape every engagement.
01
Bank Partnerships
Direct relationships with leading institutions, built to open doors most advisors can’t.
02
Insurance Partnership
Access insurance holdings companies to enhance your capital strategy.
03
Industry Experience
Real experience across biotech, medicine & AI, and energy & infrastructure, not one narrow lane.
04
Bespoke Approach
A retainer isn’t always necessary; engagement depends on your specific needs.
Our Board
Guided by Decades of Institutional Experience
From fund strategy to brand partnerships, we bring hands-on expertise to every stage of a Family Office’s growth.
Lauren Young
Vice President, Special Situations Advisory, Houlihan Lokey. Advised on $6B+ across 25+ M&A, capital markets, and restructuring transactions; former Tiger Global and PwC.
Bobby Costano
Bobby Costanzo is a venture capitalist, investment banker, and entrepreneur specializing in private markets. He is the Founder of CityHelp, a nonprofit tech company connecting underserved New Yorkers with essential services. He also serves as a General Partner at Zero Limits Ventures, investing and advising growth-stage companies on financing, M&A, and investment strategy. Previously, Bobby held investment roles at AngelList and BBQ Capital, with experience spanning venture fund investing, alternative assets, and emerging managers.
Mary K.
Vice President, Special Situations Advisory, Houlihan Lokey. Advised on $6B+ across 25+ M&A, capital markets, and restructuring transactions; former Tiger Global and PwC.
Stefan Pagacik
Vice President, Special Situations Advisory, Houlihan Lokey. Advised on $6B+ across 25+ M&A, capital markets, and restructuring transactions; former Tiger Global and PwC.
Common Questions
Answers to the Questions We Hear Most
Choosing an advisor for your Family Office is a significant decision. Here are answers to the questions we hear most about our approach, our engagements, and what it’s like to work with Living Waters Global.
What sets Living Waters Global apart from other firms?
We’re a strategic alliance consultant, not a placement agent — bringing capital strategy, fund advisory, and legacy planning together into one coordinated relationship built around your goals.