Geneva Advisors Email Format

Financial ServicesUnited States11-50 Employees

Geneva Advisors is a US-based financial services firm that focuses on private wealth management. In 2017, the firm became part of CIBC Atlantic Trust Private Wealth Management, a move that integrated its teams and expanded access to a broader set of wealth management capabilities, including tax, trust, estate, philanthropic, and legacy planning through the parent organization’s Wealth Strategies Group. The arrangement preserves the existing team and client relationships while offering clients enhanced investment options within a fiduciary, team-based framework. Geneva Advisors serves clients in the private wealth space, combining investment management with comprehensive wealth planning resources available through CIBC Atlantic Trust. The announcement of the acquisition situates Geneva Advisors within a larger, global financial services context while maintaining its Chicago roots and continuing operations as part of a larger private wealth platform.

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