Our efforts are entirely devoted to assisting our clients in assessing and offsetting risk with utmost discretion and care.
Our business comes primarily through private bankers, trustees, legal, and accounting professionals.
We support advisors where their responsibilities overlap with their clients’ risk management needs. We provide research and background support for advisors in reference to state-of-the-art risk management tools and strategies.
We also serve our clients directly, primarily family offices and multi-family offices. Our dedication to maintaining meaningful client and advisor relationships over 21 years, has resulted in meaningful preservation of clients’ wealth and protection of their carefully cultivated assets.
Our long time, best of class, partnerships enable us to manage almost any private client risk around the globe. We offer proprietary solutions with boutique firm care combined with large firm resources and accountability.
Our extensive experience includes specialized ability to handle complex multigenerational and corporate situations including: business and estate planning, excess liability risk, risk management consulting.
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One Westminster Place
Suite 110
Lake Forest, IL 60045
847-464-8802
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