Our Clients

Every wealthy family faces new challenges as a direct result of their good fortune.

Wealth Strategist Partners’ course participants and clients gain insights and tools to better make choices and decisions that affect their families for decades to come. Here are examples of the kinds of issues we help wealth owners address:

  • A successful wealth creator

    generates excess cash flow and needs to manage substantial financial assets alongside his career or business. He recognizes that the challenges of building a business are different from those of wealth management. How can he adapt his skills? What should he delegate and how will he hold those people accountable? How can he make responsible wealth management decisions while still focusing on the operating business?

  • Members of a wealthy family

    are worried that they are not managing their financial advisors well. Are they asking the right questions? Are they getting the right information? How can they be more confident that they are making the best choices for their wealth and for their family?

  • A family business

    in the second generation is sold. For the first time, the family members must choose among an enormous range of options for managing their assets. What advisors should they choose? Should family members work together as one economic unit, or separately? How can they establish a new “heart’ for their family?

  • A woman becomes single

    through death or divorce and must manage substantial financial affairs for the first time. What information does she need? How will she insure that her advisors are serving her interests?

  • Parents

    want to understand the implications of establishing estate plans that pass wealth to their children and grandchildren, separated from the powers to manage it. How can they reinforce their family culture and values? How can they support their children and grandchildren, but not spoil them?

  • A husband and wife

    want to build a shared understanding for managing their wealth and communicating about money with their family. Where can they talk with other families who live these same blessings and challenges?

Families from five continents have taken the open enrollment Private Wealth Management courses in Chicago and Europe. We have created and delivered custom wealth management seminars for individual families and extended families in the US, Latin America, Europe and Asia. We provide private wealth management consulting services to families in the US and overseas, addressing such issues as choosing financial advisors, building and managing a single family office, and developing reporting systems that educate and hold people accountable.