We Serve As Your Family Office, Managing All Your Financial Needs

Cultivating long-lasting relationships with successful executives, business owners, entrepreneurs, and those who inherit wealth is one of our team’s specialties. These clients come to us with their own unique situations and turn to our family office to manage all aspects of their financial lives.

As an independent, 100% employee-owned firm, we share the entrepreneurial ethos and work ethic that guide wealthy families. We know you are a busy, well-respected professional in your field, and that there are many demands on your time. Still, you want to protect the wealth you have worked so hard to create.

At Crescent Grove Advisors, we are equipped to serve as the family office managing all of the financial needs for you and your family members – growing your assets in alignment with customized strategies, while enabling you to remain in control of the decision-making process.

Our Size Is An Asset

Our size allows us to access niche investment strategies, while, as a boutique firm, retaining our capability to negotiate preferential terms for our clients.

We take the time to understand your family, and its unique goals, as well as risk tolerances and other preferences. We offer a concierge-style experience, and operate under a model utilizing a single point-of-contact – your Client Advisor. Your Client Advisor, who is carefully matched at the onset of the relationship, is the same advisor who will serve your family on this journey.

A Bird’s Eye, Holistic – and Prescient – View

We don’t just create financial plans for families – we craft customized financial solutions that address all of the potential issues and challenges your family could face on its financial journey. Our in-depth understanding of your family’s dynamics, goals, and history enable us to address what computers and algorithms may overlook.

Aligning Your Current Needs With Your Future Goals

Our differentiated, full-service family office provides:

  • Financial Planning
  • Investment Strategy & Implementation
  • Estate & Trust Planning
  • Investment Management & Consulting
  • Family Education
  • Generational & Legacy Planning
  • Business Succession Planning
  • Benefits & Compensation Consulting
  • Full-Service Tax Preparation & Planning
  • Philanthropic Guidance
  • Insurance Consulting

We understand how all of these disciplines impact each other, and we utilize this unique perspective to achieve success in obtaining your goals.

Delivering Peace of Mind

  • Setting an overarching strategy for your family’s future and coordinating the flow of information among various constituents.
  • Giving you back what you value most – your time – through efficient communication, in-person meetings, and unlimited contact, all of which are judicious in the use of your time. Still, you remain the ultimate decision-maker.
  • Utilizing our investment research resources, your family benefits from the Crescent Grove Investment Committee’s defined investment process that underpins a customized portfolio designed to meet your goals.
  • Accessing your accounts through our state-of-the-art platform, enabling you to view your entire financial picture in one easy-to-use and easy-to-access portal.