Who We Serve

We work with a focused group of high-net-worth families and couples, business owners, and executives who need more than investment management — they need a team that can coordinate every dimension of their financial life. Our advisors intentionally represent three generations, so that we can advise your family seamlessly throughout life's transitions. 

Our clients typically have significant accumulated wealth — generally $5 million or more in investable assets — and face the kinds of financial challenges that require expertise across investments, taxes, and estate planning.

We are not a high-volume, transactional practice. We are a deliberate, relationship-driven team. Each family we work with receives direct access to senior advisors, in-house tax strategy, and estate planning support, the kind you might find at a multi-family office.

• Have investable assets of $5M or more and are seeking coordinated wealth, tax, and estate management from a single advisory team.
• Are navigating a major financial transition — a liquidity event, business sale, inheritance, divorce settlement, or retirement — and need a trusted team to guide the process.
• Have a complex tax situation, including concentrated stock positions, a closely held business, significant capital gains, or income from multiple sources or jurisdictions.
• Want your estate plan, investment strategy, and tax planning working in coordination — not managed by three different firms that rarely speak to each other.
• Are thinking about the next generation — how to prepare your adult children for eventual wealth, how to involve them in planning conversations now, and how to structure assets to transfer efficiently.
• Live between multiple residences, and need advisors who understand the planning implications of multi-state life.
• Want a relationship with a team you can trust for decades, not an advisor who may retire and leave you starting over.

High-Net-Worth Individuals & Couples

We serve individuals and couples who have built significant wealth — through a career, a business, an inheritance, or a combination — and want a single advisory team that manages the full picture. For these clients, we coordinate investment strategy, tax planning, estate planning, and trust work so that every decision reinforces the others.

Multi-Generational Families

Some of our deepest relationships span multiple generations of the same family. We build those relationships intentionally — engaging your children early, helping them understand the family’s wealth strategy, and preparing them for the responsibilities that come with it. Through our CPWA® designation and our team’s specific focus on generational wealth transitions, we are equipped for the unique complexities these families face.

Business Owners

Business owners face a distinct set of planning challenges: concentration risk, succession and exit planning, executive compensation, qualified retirement plans, and the eventual liquidity event. We work with business owners at every stage — whether they are years from an exit or managing the aftermath of one — to ensure their personal and business financial strategies are aligned. 

Executives & Corporate Professionals

Senior executives often have significant wealth tied up in company stock, options, and deferred compensation. We help executives manage concentration risk, develop tax-efficient exercise and diversification strategies, and integrate these complex assets into a broader financial plan.

Clients With Multi-State Connections

With offices in Chicago and Sarasota, we are well-versed in the planning needs of clients who divide their time between residences — including the tax and domicile implications of living between states or internationally. 

We typically work with clients with $5 million or more in investable assets. Exceptions may be made for clients with significant near-term liquidity events or for adult children of existing client families. If you are unsure whether you are a fit, we encourage you to reach out — the conversation is free, and we will always tell you honestly whether we can add value for your situation.