Fragmented Advice from Multiple Professionals
Families often work with multiple advisors — investment managers, CPAs, estate attorneys, and insurance specialists. While each brings expertise, they typically operate independently.
Family Office Services in Chicago
At Zuckerman Investment Group, we provide integrated family office services designed for high-net-worth individuals and multigenerational families in Chicago and across the country.
What is a Family Office?
A Family Office is a comprehensive wealth management solution designed to coordinate every aspect of a family’s financial life. Our firm will manage the wealth, investments, and long-term financial affairs of your family or extended family.
Zuckerman Investment Group serves as your family’s dedicated team, delivering long-term financial planning solutions aligned with your family’s goals and values. For families with significant assets, liquidity events, concentrated stock positions, or generational wealth planning needs, a coordinated family office structure helps reduce risk, improve efficiency, and preserve legacy.
$1.8B
in AUM (as of 3/31/2025)
300+
Families & Individual Clients
100%
Employee & Family Owned
Family Office Services in Chicago
Our Family Office Services in Chicago are designed for high-net-worth families seeking centralized oversight of their financial lives.
We coordinate investment management, tax strategy, estate planning collaboration, risk management, and multi-generational wealth planning into one cohesive structure. Our clients benefit from an integrated approach that aligns every financial decision with long-term family objectives.
Investment Management
Customized portfolio design tailored to family objectives, risk tolerance, income needs, and legacy planning.
Tax Strategy Coordination
We collaborate with CPAs to implement tax-efficient strategies that preserve wealth across generations.
Estate & Trust Planning Oversight
We coordinate with estate attorneys to help ensure trusts, wills, and beneficiary structures align with your broader financial goals.
Multi-Generational Planning
Preparing heirs for responsible wealth stewardship through education and structured planning.
Risk Management
We help identify, quantify and mitigate risk that could impact your family’s balance sheet and legacy plan.
Philanthropic & Legacy Planning
Strategic giving structures, donor-advised funds, and foundation planning.
I know the opportunities that come with multi-generational legacy planning. We’re ready to work alongside you.
My father founded Zuckerman Investment Group two decades ago, and today I work to maintain his legacy and support the next generation of clients. We understand the challenges involved in multi-generational legacy planning. Our team works with you, your family and your advisors to create a comprehensive plan that works for everyone.”
Why Clients Choose a Family Office
Our Chicago-based Family Office solution centralizes oversight, creating coordination, accountability, and clarity.
Tax Inefficiencies
As wealth grows, so does tax exposure. Income tax, capital gains, estate tax, and state-level considerations (including Illinois estate tax) can significantly erode generational wealth if not proactively managed.
Lack of Long-Term Legacy Planning
Wealth preservation extends beyond asset growth. It requires thoughtful planning for generational transfer, philanthropic intent, family governance, and heir education.
Complex Business Ownership Transitions
Many high-net-worth families derive wealth from privately held businesses. Succession planning, exit strategies, liquidity events, and inter-family transfers introduce significant financial complexity.
FAQ’s About a Family Office
A single-family office serves one ultra-wealthy family. A multi-family office serves multiple families while providing comprehensive services.
We believe coordinated financial guidance should not be limited by a specific dollar threshold. We do not impose minimum asset requirements.
We will provide more comprehensive oversight — coordinating investments, taxes, estate planning, and risk management to ensure all decisions support long-term family objectives.
No. A Family Office works alongside your existing professionals. The value comes from coordination and strategic alignment — not replacing trusted relationships.
Recognized in Our Industry
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Comprehensive Services & Advice
Defining Your Goals
Let’s understand what’s important to you now, and in the future.
Comprehensive Finanical Plan
An all-encompassing plan that is centered around knowing you, your family, and your finances.
Customized Investment Plan
Design and implement a strategy that aligns with your unique financial circumstance.
Coordinate Your Team of Advisors
Collaborate with your advisors to optimize the strategy and objectives of your financial plan.
Tax Planning
Work alongside your tax professional to implement efficient tax strategies.
Estate Planning
Work alongside your trust and estate attorney to make sure your estate aligns with your financial goals.
Understand Complexity of Family Trusts & Asset Structures
Guidance and ongoing management for financial complexity.
Philanthropic Planning & Charitable Giving
Explore your charitable goals and potential tax implications to create and implement a strategy fit for your needs.
Retirement Planning & Projections
Set goals and create a strategy to ensure a secure retirement.
Educate Your Children on Your Finances
Trust and transparency with the next generation to prepare for wealth transfer and establish a secure financial future tailored to the needs of the entire family.
Private Investments
Access to unique investment opportunities. Insight, analysis and counsel of your one-off investment deals.
Education Planning & Funding
Estimate education costs and review investment strategies to reach your education planning goals.
Schedule a Family Office Consultation
If you’re searching for a Family Office in Chicago, let’s determine whether this structure is right for your family.