Intergenerational wealth management requires a sophisticated and disciplined approach designed to help achieve your goals and aspirations in any market environment. We apply this principle in assisting wealthy individuals, families and foundations with the management of substantial and complex portfolios. Services include: Family Governance Legacy Planning Wealth Transfer Trust Services Wealth & Investment Management Banking & Lending Solutions1 Insurance & Annuities2 Risk Management
Public regulatory records matched to Horizon Family Wealth from SEC and IRS filings.
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Horizon Family Wealth is a multi family office (mfo) based in Chicago, United States, managing approximately $130.0B in assets.
Horizon Family Wealth is headquartered in Chicago, United States.
Horizon Family Wealth manages approximately $130.0B in assets under management.
Horizon Family Wealth focuses on Joint Venture/Partner, Annuities, Investment Banking & Brokerage, Investment Management, Trust Management, Wealth & Estate Planning, Banking, Finance.
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