North Star Family Office

Family Office2018-06-14T14:15:14+00:00

North Star Family Office is an independent firm providing customized family office services to high-net-worth individuals and their families.

Our clients benefit from personal attention and knowledgeable advice from staff committed to treating them as if they were part of our own family.

Family sitting on side of yacht

Areas of Expertise

  • Estate Planning
  • Budget and Cash Flow Analysis
  • Retirement Planning
  • Financial Planning
  • Insurance Planning
  • Investment Advisory
  • Fiduciary Liaison
  • Strategic Philanthropy
  • Personal Administration
  • Family Governance
  • Communication and Reporting
  • Individual Trustee
  • Single Family office support
  • Coordination of Credit and Banking needs
  • Wealth Transfer Planning:
    – Survivorship Planning
    – Multigenerational Beneficiary Planning
  • Business Succession Planning
  • Art/Collections
  • Practice & Office Management
  • Property & Household Staff
  • Security & Risk Management
  • Private Travel

For more information about North Star Family Office, contact (312) 338-7788 or wrichards@nsfamilyoffice.com.

North Star may only transact business in a jurisdiction if first registered, excluded, or exempted from state investment adviser registration requirements and follow-up, individualized responses to persons in a specific jurisdiction by the Firm will not be made absent compliance with state investment adviser registration requirements, or an applicable exemption or exclusion therefrom.

The information provided in this commentary is not an offer to sell or the solicitation of an offer to purchase any security, product, or brokerage service.