Family Office

Drive your legacy forward with tailored wealth services,
expert guidance, and exclusive opportunities curated for ultra-high
net worth families.

About Family Office Insights

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John W. Sleeting

Managing Partner – Family Office Services

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Institutional Advisory Services

Foster successful outcomes for your business, employees,
foundation or endowment with the expertise of our team, under a
true fiduciary standard.

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Kevin G. Carani, CRPS®

Director, Retirement Plan Services

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Private Wealth

Tailor your strategies for financial success through a comprehensive
suite of personalized services designed for successful individuals
and families.

About Private Wealth Insights

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Jeffrey P. DeHaan, CFP®

Managing Partner – Private Wealth Management

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Connect Today to Explore Your Potential For Prosperity

How It All Started: Building a Firm Beyond Wall Street’s Vision
Listen to the Whole Podcast
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You’re Invited:

Are you an entrepreneur or business owner considering a potential $25M-$500M liquidity event? Join us for an exclusive evening at the renowned Medinah Country Club, where you’ll gain practical insights, resources, and firsthand perspectives to help you make well-informed decisions abut your company’s future-and your family’s.
Where:
Medinah Country Club
When:
Thursday, September 25th from 1:00 PM - 6:00 PM
Attire:
Business Casual