Your family’s financial needs evolve, and so should your strategy. Our Multi-Family Office services go beyond investment management to address the full spectrum of your wealth, from tax and estate planning to governance and education.
Our goal is to help your wealth serve your family’s purpose across generations.
with proactive risk management and tax-efficient strategies
with comprehensive planning and investment solutions
by fostering family governance and wealth education
through strategic philanthropy and legacy planning
Your family’s financial strategy should reflect your values, goals, and aspirations. We craft solutions tailored to your needs instead of a standardized plan.
We take an active role in overseeing and adjusting your plan, ensuring it remains aligned with your evolving financial and personal landscape.
With decades of experience in wealth management, estate planning, and family governance, our team provides guidance grounded in deep expertise and independent research.
Navigating wealth can be complex, but you don’t have to do it alone. Our dedicated team makes every financial decision with your family’s best interests at heart.
With over 30 years of experience in multi-family office and wealth management, Marc Henn brings expertise and tailored solutions so you feel confident about your financial future.
Marc has spent over 30 years guiding family office and wealth management clients through personalized financial strategies. A Certified Financial Planner® Practitioner, he is affiliated with the College for Financial Planning and the Financial Planning Association (FPA). He has also served as a Financial Industry Regulatory Authority (FINRA) Arbitrator and is a member of the American Numismatic Association.
Marc earned his Bachelor of Science in Economics from Purdue University in 1990. Beyond working with clients, he is passionate about educating the next generation and regularly speaks to groups of all ages about financial planning and investing.
Outside of work, Marc is actively involved in his church and finds joy in spending time with his wife and five daughters.
