We invite you to schedule an appointment at 312-592-5600
We are located at 10 S Wacker Drive, Suite 2800
Working with Us
We offer a team-based approach that starts with understanding our clients' needs and developing a plan to help them meet their financial goals.
Clients benefit from:
- Custom financial analysis, personalized advice, and comprehensive wealth planning
- Relationship pricing and discounts
- Assistance, where and when they need it, through The Private Bank Service Team
- Our latest thinking: market commentary insights, webcasts, and special reports
- Access to exclusive events
Our Capabilities
Our goal is to provide high-net-worth individuals and families with personalized wealth management solutions, including:
- Wealth Planning
- Investment Management
- Family Dynamics
- Deposit and Cash Management Services
- Custom Credit Strategies and Solutions
- Trust Services
- Specialized Wealth Services, such as Philanthropic Services and Real Estate Asset Management
- Specialized Financing including Art, Aircraft, and Life Insurance Premium Financing1
Our Commitment to the Community
The Private Bank is proud to be a part of Wells Fargo in Illinois, which invested nearly $2.8 million in 400 nonprofits and schools through corporate and foundation giving. In partnership with Operation Warm, Wells Fargo’s Coats for Kids provided 10,000 new coats to students in Chicago.2
1 Insurance products are offered through nonbank insurance agency affiliate of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Not available in all states.
2 Source: Wells Fargo, August 2017
