3 First Nat'l Plaza
Chicago, IL 60602
(312) 419-3337 / Main
(800) 621-2842 / Toll Free
(312) 419-3515 / Fax
We deliver customized wealth management solutions to high-net-worth entrepreneurs and senior executives. The financially successful c-suite clients we serve have typically risen through the ranks or founded the companies they lead, and tend to share a similar set of financial challenges and opportunities. With their wealth highly concentrated in their company our clients often require diversification strategies that are supportive of their personal financial goals, tax efficient, and aligned with their estate plans.
Through our family office model, our goal is to provide simplicity and clarity to your finances. We do this by acting as your personal CFO, synchronizing the execution of investment strategies with estate and tax planning. Our financial planning approach helps us identify your current financial situation and challenges. With this knowledge we can then implement strategies to help you achieve the long-term aspirations of you and your family. Pursuant to the financial plan we seek to maximize after-tax, after-fee, risk adjusted returns on your investments.
Many of our client relationships are initiated through our Executive Advisory Solutions Program. This is an employer-sponsored benefit program that provides comprehensive financial planning to c-suite executives. For more information on this innovative program, please click here.
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