Locations

Chicago, IL • HQ
Ann Arbor, MI
Charlotte, NC
Colorado Springs, CO
Dallas, TX
Deerfield, IL
Denver, CO
Ft. Collins, CO
Greenwich, CT
Harrisburg, PA
Houston, TX
Los Angeles, CA
Madison, WI
Milwaukee, WI
Northbrook, IL
Orange County, CA
Orlando, FL
Pittsburgh, PA
San Diego, CA
Scottsdale, AZ
Sioux Falls, SD
Southfield, MI
Regulatory Documents
Form CRS
Focus Partners

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Securing a Path to Your Family’s Future.

Family Office Services

Our dedicated team supports the unique financial needs of high-net-worth families. We provide essential services for building and preserving wealth, while helping you navigate your investment goals and fulfilling your family’s legacy.

Comprehensive Family Office Services
  • Family Chief Investment Officer
  • Investment and Cash Flow Management
  • Estate Planning
  • Insurance Advisory
  • Tax Planning & Compliance
  • Family Governance and Multi-generational Education
  • Strategic Philanthropy

See What We Can Do for You.

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