Address
Chicago - South Canal Street
320 S. Canal Street, Floor 12
Chicago, IL 60606
Financial solutions for high net worth clients and Ultra-high net worth with investible assets of $1MM - $100MM+
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Services offered
- Wealth Planning
- Banking and Borrowing
- Trust and Estate
- Investment Management
- Retirement Planning
- Philanthropy
- Tax Planning
- Insurance & Risk Management
Meet your advisors
Mark Moore
Managing Director
Call: 312-461-8244
Lynn Lavender
Managing Director
Call: 312-461-2601
David Taylor
Managing Director
Call: 312-636-6787