Services for Families and Individuals

At Mesirow Financial, we recognize your need to preserve family wealth by working with a trusted and objective unbiased financial institution. We take pride in getting to know each and every one of our individual and family clients—from their risk tolerance to the names of their children—because we know you have a unique set of values and concerns when it comes to personal finances.

By establishing a close relationship with you and your family, we gain a better understanding of:

• Your family's specific needs
• Your family's particular goals for future generations
• Your family's explicit concerns

Whether you want our full breadth of wealth management services or you prefer to maintain a certain level of independence when it comes to your investments, we want you to know that you can depend on us for all of your financial needs. We will work with you and your family to reach every goal, including:

Investment Advisory Services
Our investment managers develop and manage investment portfolios that are customized to your unique objectives. We work with you to uncover your short- and long-term goals as well as your risk tolerance. Then, we manage your investments accordingly. Most importantly, we serve as a fiduciary for the investment decisions we make on your behalf.

Investment Brokerage Services
We recognize that some investors prefer to actively manage the day-to-day transactions of their investment portfolio while relying on the guidance of a professional. Our Investment Brokerage business offers a personal relationship with an experienced investment professional who makes recommendations based on your specific needs.

Insurance Services

• Preserving wealth for your family and future generations in the event of your death
• Maintaining a level of security for your family by insuring assets before a crisis occurs

Real Estate Services

• Assisting with tax-saving 1031 Exchanges
• Master planning and due diligence management

In today's world of uncertainty, we know how important it is for you to plan for your family's future generations. Know that you can trust that responsibility to Mesirow Financial. We partner with our clients to take care of the big picture. We don't advise in just one area—we're here for all of your family's financial matters. We believe in constant communication, superior client service and a personal approach designed uniquely for your family. Whatever your needs, Mesirow Financial is here to help.