Boutique Scale High-touch wealth management for single and multi-family offices with a boutique feel and strong backing from a major financial institution, indicating opportunities to offer bespoke advisory services, risk management, and family office solutions to affluent clients seeking personalized attention.

Experienced Team Over 120 professionals with an average of 20+ years of experience across investments, tax, estate, risk, and family capital planning, suggesting a readiness to upsell comprehensive planning services, cross-service collaborations, and executive-level advisory resources.

Strategic Hire Recent Chicago MD appointment signals expansion and market penetration in major financial hubs, presenting a doorway to introduce regionalized services, additional family office capabilities, and targeted outreach to local ultra-wealth clients.

Revenue Footprint Significant revenue band indicating solid financial health and potential for expanded service offerings, including expanded family governance, philanthropic advisory, and scalable technology-enabled solutions for other high-net-worth families.

Global Basis Serving clients nationally and globally with tailored, integrated planning, creating opportunities to present cross-border tax, estate, and wealth-transfer strategies, international investment capabilities, and partnerships with global family offices.