LP Directory

To us, wealth management is about family and the values that define your hopes and dreams now and for the future.\ \ \ \ \ \ We listen closely to understand your goals and perspective on wealth. Only then do we begin to craft a dynamic, customized strategy that brings clarity to the facets of your financial life, freeing you to pursue what is most important to you.\ \ \ \ \ \ For institutions, endowments and foundations, we provide guidance and support to advance your organizationÀ6 s mission and goals.\ \ \ \ \ \ Our services inclÞ:\ \ \ \ \ \ \ Comprehensive financial planning\ \ \ \ Investment strategy and implementation\ \ \ \ Investment management and consulting\ \ \ \ Estate and trust planning\ \ \ \ Generational and legacy planning\ \ \ \ Business sÌession planning\ \ \ \ Foundation and endowment guidance\ \ \ \ Family edÊtion\ \ \ \

Trustmark Companies is a insurance company based in Lake Forest, US. Founded in 1913. Reported AUM: $3.1B.

Alley Company is a wealth manager based in Lake Forest, US. Founded in 1998. Reported AUM: $780M.

Quantum Private Wealth is a boutique Wealth Management firm in Lake Forest Illinois specializing in multi-generational family investments.

Located 30 miles north of Chicago, Lake Forest College offers students a world-class education and the skills they need for success after college.