LK ADVISORS

Through customized learning sessions and dynamic group lectures, we focus learning on interpersonal communication, the complexities of wealth transition, the intersection of wealth and purpose, and using experiential learning to help families learn and grow... Even after our family engagements end, families can rely on us to continue to care about them. We remain available as their family advisor, sounding board, and coach... First we set realistic and achievable objectives. Next we build out a curriculum that strengthens stewardship of the family's most valuable capital: their relationships, shared history, values, and financial and other resources.

Primary location: Chicago United States