The VistaWealth Office™
Private Wealth & Family Office Advisory in the Chicago Area
The sophistication of an institutional investment office with the attention of a boutique — investment management, private markets access and coordinated planning across tax, estate, philanthropy and executive benefits.
Who this is for
Built for
- Ultra-high-net-worth families and multi-generational wealth
- Founders and business owners before, during and after a sale
- Corporate executives with concentrated stock and equity compensation
- Single-family offices seeking an outsourced investment function
- Charitable individuals and family foundations
What’s included
- Investment managementGoals-based asset allocation, tax-aware implementation, disciplined rebalancing and transparent reporting across every account and entity.
- Private markets and alternativesInstitutional access and due diligence for private equity, private credit, venture, real assets and hedge funds, sized appropriately for your liquidity.
- Concentrated stock and liquidity eventsHedging, diversification and tax strategies for concentrated positions, option exercises, IPOs and business sales.
- Integrated planning networkCoordination with — or introduction to — tax, trust and estate, insurance, philanthropy and executive-benefits specialists through the VistaWealth Office™ network.
- Family office servicesInvestment policy, consolidated reporting, manager oversight and investment committee support for families with in-house staff.
- PhilanthropyDonor-advised funds, private foundations and planned-giving strategy, drawing on our institutional nonprofit practice.
How an engagement works
From first call to standing partnership
- Free consultationA no-obligation conversation about your goals, your balance sheet and what you expect from an advisor.
- Information gatheringWe collect the detail needed to understand your full picture — accounts, entities, compensation, tax posture, estate documents.
- Proposal and agreementA written proposal outlining recommended strategy and services, with fees fully disclosed. If you are ready, we finalize the agreement together.
- Execution and stewardshipImplementation of portfolios and strategies, then ongoing management, reporting and planning reviews.
Frequently asked
Questions we hear first
Short answers here; longer treatments in our Private Wealth & Family Office research.
Are you a fiduciary?
What is the VistaWealth Office™?
Is there a minimum?
How do you handle alternatives for individual families?
Free self-assessment · from the book
Does your family think like a family office?
Fifty yes-or-no questions from Think Like a Family Office — investment policy, spending, tax, private markets, governance, continuity. Score it at the family meeting.
Case studies
Five families, one decade, and the paper that separated them
From a $4 million kitchen table to a $1.8 billion platform: illustrative families from the book showing what the disciplines look like at every size.
Related research
Read before you decide
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How Should a Family Choose a Trustee?
How to choose a trustee: family member vs. professional, co-trustees and trust protectors, the qualities that matter…
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Does Your Family Need an Investment Policy Statement?
Why every wealthy family needs a written investment policy statement, the eight sections it should cover, and how to…
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How Should You Prepare the Next Generation to Inherit Wealth?
How to prepare heirs to inherit wealth: what to teach at each age, how to give real responsibility, and how trusts and…
Book a free consultation
Tell us about your situation and we’ll tell you honestly whether Vistamark is the right fit. No cost, no obligation.