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Chicago Multi Family Offices List

This list includes 18 multi family offices based in Chicago. The recorded focus areas are varied: real estate appears most often, while private equity, venture capital, mutual funds, alternative investments, wealth transfer planning and entrepreneurs are also represented. That spread may be useful to founders, business owners and fund managers researching potential capital partners, and to investors or advisors comparing firms by stated activity. Ten profiles disclose assets under management, giving this list more AUM coverage than some city pages, though figures are not available for every firm. Recorded focus areas are prompts for further research, not proof of an active mandate or investment fit. Review each profile and its public information before starting outreach. The full list adds contact data, decision makers and check size fields to support more detailed screening.

At a glance

  • All 18 listed firms are multi family offices based in Chicago.
  • Real estate appears as a focus for 3 firms.
  • Private equity, venture capital, mutual funds, alternative investments, wealth transfer planning and entrepreneurs each appear for 2 firms.
  • Ten firms disclose assets under management, and 5 were founded after 2010.

Family office profiles (18)

Public firm-level fields only. Contact details are withheld. Order follows disclosed assets under management where available, then profile depth. It is not a ranking.

Hightower Family Office

Chicago, IL | Multi-family office | Founded 2007

Hightower Family Office coordinates wealth management services for families, entrepreneurs and business owners. Its work spans investment decisions, tax and estate planning, philanthropy and family governance.

AUM range
Over $20B
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Private Equity, Venture Capital, Real Estate, Private Credit
  • Equities
  • Fixed Income
  • Private Equity
  • Venture Capital
  • Real Estate
  • Private Credit

Cresset Family Office

Chicago, IL | Multi-family office | Founded 2018

Cresset Family Office provides multi-family office services for clients managing wealth. Its stated offerings include private investments, estate and wealth transfer planning, tax planning, trust services, banking, and lending.

AUM range
Over $20B
Check size
Not stated
Asset classes
Private Equity
  • Private Investments
  • Estate Planning
  • Wealth Transfer
  • Tax Planning
  • Trust Services
  • Private Equity

Harris myCFO

Chicago, IL | Multi-family office | Founded 1999

CTC | myCFO is a wealth consulting firm serving affluent individuals, families, and family offices. It provides investment consulting and multi-family office services.

AUM range
Over $20B
Check size
Not stated
Asset classes
Not stated
  • Investment Consulting
  • Wealth Consulting
  • Family Office Services

Gresham Partners, LLC

Chicago, IL | Multi-family office | Founded 1997

Gresham Partners is an independent investment and wealth management firm serving families and family offices. It provides access to external investment managers across asset classes alongside wealth planning and management services.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate, Private Credit, Public Equities, Fixed Income
  • Investment Management
  • Wealth Planning
  • Private Equity
  • Public Equities
  • Fixed Income
  • Hedge Funds

TMG Family Office Inc.

Chicago, IL | Multi-family office | Founded 2006

TMG Family Office is a multi-family office providing fiduciary wealth guidance to families. Its approach includes integrated planning and a multi-generational focus.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Not stated

Concentric Equity Partners

Chicago, IL | Multi-family office

Concentric Equity Partners is the direct investing arm of Financial Investments Corporation, a Chicago-based family office serving the Steans family and aligned partners. It invests in middle-market companies and provides strategic, operational, and industry support.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Real Estate
  • Business Services
  • Consumer Services
  • Technology-Enabled Services
  • Financial Services
  • Distribution
  • Niche Manufacturing

Promus Capital, LLC

Chicago, IL | Multi-family office | Founded 2008

Promus Capital is a multi-family office serving a community of families with investment programs and manager selection. Its stated interests include lower middle market buyout funds and equity investments in established middle market companies.

AUM range
$250M-$1B
Check size
$10M to $50M
Asset classes
Private Equity, Funds
  • Lower Middle Market Buyouts
  • Middle Market Companies
  • Private Equity
  • Investment Managers
  • Growth Companies

Altman Advisors

Chicago, IL | Multi-family office | Founded 1977

Altman Advisors is a multi-family office providing planning and portfolio management services to high-net-worth clients. Its stated investment areas include real estate and alternative investments.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Real Estate, Hedge Funds, Private Equity, Funds
  • Real Estate
  • Alternative Investments

Tallwoods Partners, LLC

Chicago, IL | Multi-family office | Founded 2006

Tallwoods Partners is a multi-family office with an investment and service structure modeled on a single-family office.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Not stated

Barrington Wealth Management

Chicago, IL | Multi-family office | Founded 2007

Barrington Wealth Management is a multi family office that helps families consider wealth planning, family meetings, and gifting strategies. Its stated approach connects family values with financial decisions and philanthropy.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Philanthropy
  • Impact Investing
  • Family Wealth Planning
  • Gifting Strategies

Keebeck Wealth Management

Chicago, IL | Multi-family office | Founded 2018

Keebeck Wealth Management is a multi-family office and registered investment adviser serving entrepreneurs, business owners, and multigenerational families. It provides investment advice as part of its advisory services.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Entrepreneurs
  • Business Owners
  • Multigenerational Families

Oak Family Advisors, LLC

Chicago, IL | Multi-family office | Founded 2006

Oak Family Advisors advises on separately managed accounts and builds diversified portfolios tailored to client tax preferences and financial goals. Its approach uses active and passive strategies across global markets.

AUM range
Not stated
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Funds
  • Global Markets
  • Portfolio Management
  • Financial Planning

InContext Advisors, LLC

Chicago, IL | Multi-family office | Founded 2016

InContext Advisors is an independent multi-family office that provides family office services and conducts due diligence on direct investments. Its team has consulting experience across manufacturing, industrial, financial and technical domains.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments, Real Estate
  • Self-Storage
  • Manufacturing
  • Industrial
  • Financial
  • Technical

Najarian Family Office, LLC

Chicago, IL | Multi-family office | Founded 2006

Najarian Family Office is a multi-family office that supports clients with their financial needs and life goals.

AUM range
Under $50M
Check size
Not stated
Asset classes
Not stated

Aurélien Capital Partners

Chicago, IL | Multi-family office | Founded 2020

Aurélien Capital Partners is a multi-family office and investment advisory firm serving individuals including professional athletes, entrepreneurs, exonerees, and women. It provides investment advisory and family office services.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Professional Athletes
  • Entrepreneurs
  • Exonerees
  • Women
  • Sports

North Star Financial Services

Chicago, IL | Multi-family office | Founded 2003

North Star Family Office is an independent multi-family office providing services to high-net-worth individuals and families. Its services include financial planning, investment advisory, family governance and wealth transfer.

AUM range
Not stated
Check size
Not stated
Asset classes
Funds
  • Financial Planning
  • Investment Advisory
  • Family Governance
  • Estate Planning
  • Philanthropy
  • Wealth Transfer

Libertà Family Office Services

Chicago, IL | Multi-family office

Libertà Family Office Services provides financial management and planning services, including tax and estate planning, cash management, small business support and administrative assistance.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Financial Planning
  • Tax Preparation
  • Estate Planning
  • Cash Management
  • Small Business Services

Santa Barbara Management

Chicago, IL | Multi-family office | Founded 2025

Santa Barbara Management provides fractional family office services to entrepreneurs and their families. It offers wealth management expertise and infrastructure intended to support clients across generations.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Family Office Services
  • Wealth Management

Videos for this list

Video thumbnail: New York City $1B+ Multi-Family Office Investor Mandate Interview on Private Equity, Real Estate
New York City $1B+ Multi-Family Office Investor Mandate Interview on Private Equity, Real EstateAn interview about a New York City multi-family office investor mandate, described as exceeding $1 billion. The title points to a focus on private equity and real estate.
Video thumbnail: Midwest Multi-Family Office Investor Mandate Interview on Opportunity Zones & Fund Manager Investing
Midwest Multi-Family Office Investor Mandate Interview on Opportunity Zones & Fund Manager InvestingAn interview about a Midwest multi-family office investor mandate focused on opportunity zones and fund manager investing.

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Questions about this list

What is included in the Chicago multi family office list?

The list contains 18 multi family offices based in Chicago. Recorded areas include real estate, private equity, venture capital, mutual funds, alternative investments, wealth transfer planning and entrepreneurs. These labels can help guide further research.

What should I take from the variety of focus areas?

The focus areas show the range of interests recorded across the listed firms. They can help you form an initial shortlist, but they do not establish an active mandate or mean that an office will consider a particular opportunity. Review public firm information for more context.

How should I approach these offices well?

Make your outreach specific to the firm and its recorded interests. Briefly describe your company or fund, sector, stage and capital needs, then explain the relevance. Research the appropriate decision maker and any stated submission preferences before sending detailed materials.

How complete is the AUM information?

Ten of the 18 profiles disclose assets under management. The remaining profiles do not show a disclosed value in the data used here. Use AUM as one comparison point where available, and avoid treating an absent figure as a measure of assets or investment capacity.

What does the full list add?

The full list adds contact data, decision makers and check size fields to the firm-level details shown here. These can help with screening and outreach planning. The list provides research information and does not promise introductions, funding or investment outcomes.

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