Chicago: 312-580-0900 | Suburban: 847-831-8831 | Family Office: 312-338-7788| Financial Planning: 312-440-5028 | Benefits: 847-831-8831

North Star Family Office

North Star Family Office is an independent MultiFamily Office 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.

Areas of Expertise

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Trust Services

  • Individual Trustee
  • Fiduciary Liaison
  • Corporate Trustee

Concierge

  • Concierge Services
  • Property Management
  • Communication & Reporting
  • Coordination of Credit and Banking Needs
  • Private Travel
  • Art/Collections

Tax & Wealth Planning Coordination

  • Tax Compliance
  • Tax Planning
  • Estate & Wealth Transfer Planning
  • Investment Structure Design
  • Retirement Planning
  • Financial Planning
  • Coordination with Tax Professionals

Legal

  • Monitoring of Outside Council
  • Document Review
  • Regulatory Compliance
  • Contractual Review
  • Legal Liaison

Investments

  • Investment Policy & Guidelines
  • Asset Allocation
  • Manager Selection & Oversight
  • Direct Investments
  • Research Performance Benchmarking & Reporting
  • External Chief Investment Officer

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Finance

  • Bookkeeping & Reporting
  • Cash Management
  • Budgeting & Forecasting Analysis
  • Personal Administration

Operations

  • Practice & Office Management
  • Property & Household Staff
  • Single Family Office Support
  • Office Procedures & Policies

Charitable Giving & Planning

  • Foundation Mission & Strategy
  • Family Foundation Operations
  • Due Diligence Follow Up
  • Charitable Giving Outreach

Risk Management

  • Insurance Planning
  • Fraud Prevention & Protection
  • Security Cyber Risk
  • Financial Controls

Governance

  • Family & Education
  • NextGen Education
  • Succession Planning

For more information contact 312-338-7788 ext. 9 or hkaplan@nsfamilyoffice.com