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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

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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.

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666 Dundee Road, Suite 1901, Northbrook, IL 60062

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