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List 10 consultants and/or CPAs, and/or attorneys who help form Multi Family Offices? (Major Midwestern Cities)
Hello! Thank you for your question about consultants and attorneys who help to form multi-family offices. We have compiled a list, shown below, of 10 consultants and lawyers in the Midwest United States that offer services to multi-family offices, including Mark Blumenthal, Dan Burkons, and Kim Kamin.
Below is a deep dive into our findings.
METHODOLOGY
My colleague and I combed through corporate websites, trusted media sites, and industry reports in order to find ten consultants or lawyers based in the Midwest United States that help with the formation of multi-family offices. We immediately found the 2nd Annual Real Estate Family Office and Private Wealth Management Forum, held in the Midwest. Although not all attendees were from the Midwest, this led us to the majority of the names on our list. These lawyers and consultants are listed in no particular order.
LAWYERS AND CONSULTANTS
Plante Moran
10 South Riverside Plaza
9th Floor
Chicago, IL 60606
(312)207-1040
— Blumenthal is a strategic advisor to affluent families, family offices, private equity/venture capital funds, and mature private businesses. He has had many articles published and is a speaker for many associations.
c/o Marcus & Millchap
Crown Centre
5005 Rockside Road, Suite 1100
Independence, OH 44131
(216)264-2000
— Burkons is a leader in multi-family investments, and has been in the brokerage community for 13 years. He was honored as one of the “40 under 40” business professionals in Ohio in 2013.
c/o Gresham Partners, LLC.
333 West Wacker Drive, Suite 700
Chicago, IL 60606
(312)327-5020
— Chief Wealth Strategist at Gresham Partners, Kamin is in charge of the firm's estate, wealth transfer, philanthropic and fiduciary planning activities. She had 17 years experience before joining Gresham, and is a frequent speaker at conferences. Her published articles focus on growing, managing, transferring, and preserving wealth.
c/o Marcus & Millchap
222 West Wacker Drive, Suite 200
Chicago, IL 60606
(312)327-5400
— Sebree has spent more than 20 years working as a multifamily specialist. He has a brokerage practice in Chicago, opened the Indianapolis office, and won numerous awards.
c/o American Street Capital
444 North Orleans Street, Suite 450
Chicago, IL 60654
(312)224-1391
— With 9 years of service, Zhizhin specializes in multi-family, owner-occupied, and investment properties.
c/o Vogel Consulting Group, LLC.
3415 Gateway Road, Suite 200
Brookfield, WI 53045
(262)790-4960
— Vogel has over 35 years of experience in the areas of taxation, estate structuring, financial consulting, business operation, and family education, and founded the Vogel Consulting Group to serve multi-family offices.
c/o Greenway Family Office
1401 South Brentwood Boulevard, Suite 750
Brentwood, MO 63144
(314)400-5000
c/o Morgan Stanley Harmony Family Office
14805 North Outer Forty Road, Suite 200
Chesterfield, MO 63017
(314)889-4862
— Youngerman has over 26 years of experience in the wealth advisory field. She is currently part of an elite division of Morgan Stanley. She is also the senior member of Harmony Family Office.
c/o Endowment Wealth Management, Inc.
American National Bank Building
2200 North Richmond Street, Suite 200
Appleton, WI 54911
(920)785-6010
— Michalewski is in charge of Endowment Wealth Management’s Multi-Family Office division. They are not commissioned stockbrokers, selling products to their Multi-Family Office clients, instead, they are Registered Investment Advisers.
c/o Hewins Financial Advisers
2501 West Beltline Highway, Suite 401
Madison, WI 53713
(608)274-1980
— Mueller has worked for Hewins Financial Advisers for almost 5 years and specializes in comprehensive wealth management and financial planning services.
CONCLUSION
To wrap this up, we have compiled a list, shown above, of 10 consultants and lawyers in United States Midwest that offer services to multi-family offices, including John Sebree, Igor Zhizhin, and Rhona Vogel.
Thank you for using Wonder! Please let us know if there’s anything else we can do!