Lake Street Advisors

Our Story

At Lake Street Advisors, we've been serving as trusted financial advisors and advocates for over 20 years. Founded in 2003 with just two partners and two employees, our journey began with a shared vision to provide independent financial guidance to ultra-high net worth clients. Today, our team of seasoned professionals has grown, but our commitment to exceptional service and personalized attention has remained unwavering.

Our Approach

As an independent multi-family office, our approach is centered around understanding the complexities of your financial life. We believe that financial planning requires a holistic approach, considering every aspect of your financial situation. Our team of experts will work closely with you to identify your goals, concerns, and aspirations, creating a tailored strategy that addresses your unique needs.

Our Services

At Lake Street Advisors, we offer a comprehensive range of services designed to seamlessly integrate all aspects of your financial life. Our services include:

• Estate Planning & Wealth Transfer: We work with you and your estate attorney to create a customized plan that ensures the preservation and protection of your family's wealth.
• Investment Management: Our team crafts individualized investment portfolios tailored to your unique financial circumstances and goals.
• Cash, Debt, and Expense Management: We help you maintain a sensible cash flow, wisely managing liquidity, and minimizing administrative burdens and taxes.
• Family Legacy & Governance: We collaborate with multiple generations involved in legacy planning, taking a hands-on approach to ensure your family's financial future is protected.
• Insurance Consultation: We work with insurance agents to ensure you have the right coverage from top-quality carriers, providing you with peace of mind.
• Tax Planning: Our team partners with skilled tax advisors to ensure your financial plans are executed efficiently and effectively.
• Bookkeeping & Bill Pay: We take care of bill payments, ensuring timely payments, and providing clear summaries and reports for your convenience.
• Philanthropic Strategy: We help you maximize the impact of your generosity by creating a philanthropic legacy.

Our Commitment

At Lake Street Advisors, we maintain a client-to-employee ratio of 2:1, ensuring each client receives personalized attention from our team. We operate with transparency, providing clear communication, and regular updates, so you always stay informed about your financial situation.

Our Vision

Lake Street Advisors is dedicated to delivering exceptional results, fostering long-term relationships built on trust, integrity, and expertise. We strive to empower our clients to focus on what matters most to them, while we handle the complexities of their financial life.