Stenger Family Office | Your Entire Team, In One Place

Guarding Your Wealth

It’s estimated that 70% of wealthy families will lose their wealth by the second generation and 90% will lose it by the third.

Most high net worth families that have accumulated significant assets are less focused on aggressive growth and are more concerned with the long term protection of their wealth.

Stenger Family Office and our team of financial advisors in Naperville can create a financial plan that helps pass your legacy between multiple generations.

Your Entire Team, In One Place

Wealthy families have leveraged the family office and multi-family office structure for decades.

Rather than disconnected service providers operating under different umbrellas, a multi-family office like Stenger Family Office, provides seamless coordination between your financial advisor, Certified Public Accountant (CPA) and estate planning specialist.

Stenger Family Office and our team of Naperville financial advisors, accountants and estate attorneys provide comprehensive financial advice that goes beyond investment management.

Our multi-family office approach helps simplify and organize your financial life.

The Stenger Family Office Process

Stage 1

  • Identify your key risks.

  • Create a customized financial plan with a Stenger financial advisor.

  • Coordinate your financial plan with your other advisors.

Stage 2

  • Implement custom investment portfolios to match your goals.

  • Guard against potential risks and rising health care expenses

  • Host a family meeting with our team of advisors

Stage 3

  • Create custom tax strategy alongside our team of accountants.

  • Tax efficient withdrawals & tax efficient investment portfolios.

  • Evaluate basic and advanced estate planning strategies according to the needs of your family and financial plan.

Once implemented, your Stenger financial advisor will begin managing you and advising you on the three stages of your family plan. We will meet with you regularly throughout the year to keep you updated and informed on investment decisions and determine if other changes should be made. We provide you and your family dedicated support from our operations and client service team so your calls and requests are always answered promptly. As your multi-family office advisory team, our goal is to help protect the wealth you’ve worked hard to accumulate.

Fiduciary Advice You Can Rely On

Stenger Family Office and our team of financial advisors in Naperville, IL and Naperville financial planners will create a customized financial and investment plan unique to your family and your needs. As a Registered Investment Advisor (RIA) firm regulated by the SEC, we adhere to the strict fiduciary standard, always placing your interests first.

No Proprietary Products

Stenger Family Office financial advisors only hold fiduciary licenses, not sales or brokerage licenses. We do not offer proprietary funds or financial products that often create a conflict of interest and can add significant underlying expense.

Always a Fiduciary, Every Time

Some large Wall Street firms say their financial advisors operate as fiduciaries, but only sometimes. It’s then up to the client to figure out if all the advice they are receiving is truly unbiased. In many cases, firms operate under the suitability standard where brokers place their financial interests above the client.

Always a Fiduciary, Every Time

Some large Wall Street firms say their financial advisors operate as fiduciaries, but only sometimes. It’s then up to the client to figure out if all the advice they are receiving is truly unbiased. In many cases, firms operate under the suitability standard where brokers place their financial interests above the client.

Customized, Not Cookie Cutter

Stenger Family Office financial advisors alongside the Stenger Investment Committee, customize investment portfolios for our client families with the use of our cutting edge trading and rebalancing software. This level of customization can help reduce hidden or additional fees paid through the traditional use of mutual funds.

Significant wealth requires detailed customization, with a specialized focus on taxes and estate planning.

Identify Your Key Risks

Risk can present itself in a variety of forms. Some risks are obvious and can easily be guarded against while others are hidden and can potentially create significant exposures for family wealth.

Investment Risk

In our experience, many families don’t properly understand potential risk hidden in their investment portfolios. Many portfolios allocate heavily to risky international equities or unprofitable small and mid cap companies. Further, we have often found portfolios allocated heavily to long duration or credit risk bonds that don’t provide a ballast during market volatility. Stenger Family Office can help you identify these investment risks and build a custom portfolio that doesn’t add unnecessary exposures.

Tax Exposure

While most wealthy families will have to pay some level of tax on a federal and/or state level, we believe your tax situation should be planned in advance so there are no major surprises. Your Stenger financial advisor in Naperville, IL will work closely with our in-house team of tax accountants, CPAs and estate planning attorneys to ensure that tax planning is part of every investment or withdrawal strategy. Your Stenger financial advisor will work with your existing team to create a plan that may reduce estate tax liability through careful advanced planning.

Estate Planning Risk

After accumulating a significant amount of wealth, you may have concerns about passing the torch to the next generation. Whether your heirs are responsible or not, inheriting money of any amount can carry unintended consequences that could disrupt the legacy plan you have in mind. Stenger Family Office and our team of Naperville and Houston financial advisors can serve as an invaluable resource during tough times where passing money down can be challenging.

Ultra wealthy families have leveraged family offices for hundreds of years to pass down their wealth across multiple generations.

Stenger Family Office | Financial Advisors & Team

  • Nick Stenger

    Chief Executive Officer
    Financial Advisor

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  • Bond Roth

    President
    Financial Advisor

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  • Chris Jordan, CPA, MST

    Chief Financial Officer
    Managing Director, Stenger Tax

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  • Audrey Feldpausch, CFP®

    Vice President
    Financial Advisor

Financial Advisor Naperville | Financial Advisor Houston

Stenger Family Office works with multi-generational families that have been clients for 4 generations.

Contact Us

Naperville Financial Advisor
400 E. Diehl Road
Suite 550
Naperville, IL 60563

Houston Financial Advisor
1401 Lake Plaza Drive
Suite 200
Spring, TX 77389

Hours
Monday–Friday
8:30am–5:30pm

Phone
(630) 912-8431