Custom Family Office Services

If you are managing a family office, we create integrated solutions customized to your specific needs.

We coordinate with your other finance and estate professionals to manage the fiduciary, investment management, and portfolio reporting duties, including:

  • Performing due diligence on external managers and investment funds
  • Providing benchmark analyses
  • Consolidating performance reporting for all family assets and other investment managers

Total Wealth Management

Optimize your family's investment, estate, insurance, education, tax, and retirement planning and work with 

Lower Cost Solution

For ultra-high-net-worth individuals, Chicago Partners offers a comprehensive wealth management solution that can be as low as 36 basis points (0.36%) on assets under management. This low cost allows your assets to compound more effectively with a lesser drag due to management expenses.