Who We Serve
Private Family Offices
Sophisticated investment and wealth management for family offices, coordinated seamlessly with your CPA, attorney, and estate counsel.
A Dedicated Partner. A Coordinated Team.
The most sophisticated families don't rely on a single advisor — they rely on a team. Chicago Partners serves as the investment and wealth management specialist on that team, working alongside your existing CPA, attorney, and estate counsel to ensure every financial decision reinforces the others. Your professionals stay. We help them work in concert.
The Hub of Your Family Office Team.
Your family office is a system, not a collection of parts. Chicago Partners sits at the center of your financial life — managing your wealth strategy and keeping every outside professional aligned around one coherent plan.
What We Deliver
Institutional-Caliber Wealth Management, Coordinated With Your Advisors
Our focus is the investment and wealth management pillar of your family office. We don't prepare your tax returns or draft your legal documents — we design the strategy behind them, and we coordinate directly with the CPAs and attorneys who do.
Investment Management
A well-diversified portfolio is the backbone of a strong wealth strategy. Using our 4-Quadrant Equity and Fixed Income approaches — including direct indexing, individual securities, and private investments — we build a portfolio tailored to your family's capital appreciation and income targets while minimizing costs, turnover, and tax impact.
Tax-Optimization Strategy
We develop the tax strategy that protects your family's wealth, then coordinate closely with your CPA on implementation. From asset location and tax-loss harvesting to capital gains planning and charitable strategies, our goal is to increase your bottom line by decreasing your taxable liability. Your CPA continues to prepare and file your returns.
Estate Plan Review
We review your existing estate plan from a financial perspective to ensure it aligns with your portfolio, your wealth transfer goals, and the tax efficiency of your overall strategy. Where we identify gaps or opportunities, we surface them to your estate attorney. We do not draft wills, trusts, or legal documents — that's your attorney's role.
Advanced Financial Planning
We build living financial plans that adapt to your family's evolving goals. By integrating portfolio income and equity targets, tax strategy, and major life events, our plans give you a clear, data-driven roadmap for decades ahead — and a coherent framework for every conversation with your outside professionals.
Advisor Coordination
We act as the financial quarterback on your family's team. That means regular communication with your CPA on tax strategy, your attorney on estate structure, and any other specialists involved in your financial life — so every piece of your plan moves in the same direction without constant oversight from you.
Insurance Review
Insurance costs can spiral without oversight. We review your existing coverage to ensure it's appropriate, efficient, and not duplicative, then work with your insurance professionals to adjust where needed. Our role is analytical and strategic, not transactional.
Private Banking & Lending
The strategic use of credit can extend the breadth and depth of your family's wealth. Through our private partnership with Schwab Bank, we help clients secure low-interest lines of credit, refinance where beneficial, and build arbitrage opportunities that complement the broader investment strategy.
Next Generation Education
Part of your duty as head of your family's wealth is preparing the next generation to steward it well. We include future stewards in planning meetings when appropriate, host one-on-one education sessions, and build the financial literacy your heirs will need to carry your legacy forward.
Dedicated Advisory Team
Every family works with a dedicated team of fiduciary advisors and client service associates rather than a single point of contact, ensuring you always have immediate access to the specialists managing your wealth.
How We Work With Your Family Office
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The Right Guidance Can Make All the Difference
Significant family wealth rarely suffers from a lack of advisors. More often, it suffers from a lack of coordination between them — the CPA who doesn't know what the portfolio is doing, the attorney who hasn't seen an updated balance sheet in two years, the insurance policy that no longer matches the estate plan. Small gaps compound into real cost.
Our role is to close those gaps. As your family's dedicated investment and wealth management partner, we design the strategy, manage the portfolio, and serve as the connective tissue between the other professionals on your team. Your CPA and attorney don't have to change — they have to be informed, aligned, and working from the same plan.
Whether you're establishing a family office for the first time or looking to strengthen the investment pillar of an existing one, we're here to build a plan that reflects your values, your goals, and the legacy you want to carry forward.
A Team of Advisors Focused on Optimizing Your Family's Wealth
Behind every family we serve is a team of advisors focused on your long-term success. Our advisors bring decades of experience, credentialed expertise, and a deep commitment to the families we serve.
Instead of working with a single advisor, each family works with a team of fiduciary specialists, ensuring you always have immediate access to your wealth management team.
Frequently Asked Questions About Inherited Wealth
If you've recently received an inheritance, you likely have questions. Here are answers to some of the most common ones we hear from new and prospective clients.
Insights
Read More on Our Wealth Blog
You can explore more information on what to do with an inheritance on our insight posts linked below.
Wealth management
Family and Wealth: Preparing Future Generations for Wealth Inheritance
