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This article is based on our research process for our US multi family office list. The list includes the most important United States multi family offices, which manage the fortune of the wealthiest families in the country. For every multi family office, we offer detailed contact details and focus information.
In this article, we will discuss three multi-family offices that are based in Illinois. The multi-family offices discussed in this article can be found on our list of the largest multi-family offices based in the US.
1. Raymond James
Raymond James was founded in 1962 and has been operating as a public company since 1983. The group has over 8,600 financial advisors located across the US, Canada, and globally through its three broker/dealer subsidiaries. The Effingham practice operates as a multi-family office that serves affluent families with substantial assets. The practice is led by Dwight Erskine and adopts a risk-averse investment approach.
Promus was founded in 2008 due to the merger of the Musso and Code families to act as a multi-family office. The partnership now can offer numerous years of experience managing wealth for families and currently provides services to over 30 families. The group prides itself on formulating tailored investment strategies that are based on calculated decision-making and a disciplined approach.
3. North Star
The Chicago-based group has an independent multi-family office firm that offers individualized financial advice to UHNW families. North Star’s investment portfolio is based on creating portfolios that are customized to each investor’s needs and goals. The group’s investment professionals can offer over twenty years of experience offering financial services to clients.
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