At the core of our approach is a deep understanding of you and your unique vision of success.
Although our headquarters are based in Chicago, we partner with individuals and families around the globe. No matter where you are in your life’s journey, our advisors are here to help you define your goals and create a strategy that positions your finances to reach them.
From investment strategies and tax planning to asset allocation and securing your children’s future, our focus is on helping you strike the right balance between enjoying life today and building a lasting legacy for tomorrow.
By getting to know you more personally, we tailor your financial plans to meet your specific needs across the following areas:
Wealth planning
- Protection
- Preservation of your wealth
- Leverage
- Credit lines
- Financial confidence
Portfolio management
- Customized investment strategies
- Risk management
- Diversification
- Position strategies
- Hedging
Access to alternative investments
- Private equity
- Venture capital
- Private credit
Estate and Trust planning
- Strategic advice
- Tax efficiency
- Protect assets
Multi-generational planning
- Financial education
- Teaching the basics of the market to the next generation
- Mentorship
- Long-term investing
Philanthropy
- Donor advised funds
- Foundations
- Charitable grants
- Philanthropic strategies
Succession planning
- Strategic advice on family governance
- Setting up family offices
- Orderly and tax-efficient transfer of wealth within your family
- Establish trusts and foundations
- Ensure your wishes and values are reflected
Behavioural science insights
- Understand the role of bias
- Identify and challenge limiting beliefs