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Private Wealth Services

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Our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multi-generational wealth, entrepreneurs, family offices, and closely held business owners.

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Private Wealth Services

Some of our Private Wealth Services include:

  • Wealth Preservation & Transfer

  • Multi-Generational Family Planning

  • Philanthropic and Charitable Giving Strategies

  • Customized Private Investments

  • Private Placement Insurance

Contact Us:
224-235-4307

Investment Advisory Services are offered through K&H Wealth Partners Inc. (KHWP), a registered investment adviser. Insurance products and services are offered and sold through Karchmar Life Insurance and Legacy Planning Inc. and individually licensed and appointed agents in all appropriate jurisdictions.

666 Dundee Road, Suite 1901, Northbrook, IL 60062

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