Family Office

Stenger Family Office

Investment Details

Investor Type
Family Office

Asset Class Focus
Fixed Income (Debt and Bonds), Private Equity, Real Estate, Venture Capital

Stage Focus
Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed

Geographical Focus
United States

Industries Focus

  • Financial Services
  • Wealth Management
  • Tax Preparation

Investor Details Founded: 1981

Stenger Family Office is an independent, fiduciary wealth management firm headquartered in Naperville, Illinois. The firm specializes in providing comprehensive financial services, including investment management, financial planning, tax preparation, and estate planning. As a Registered Investment Advisor (RIA), Stenger Family Office adheres to a fiduciary standard, ensuring that clients' interests are always prioritized. The firm collaborates with Charles Schwab for asset custody, offering clients access to a wide range of investment options.

The firm's investment strategy is centered on a multi-family office approach, delivering integrated financial solutions tailored to each client's unique needs. This approach encompasses investment management, tax advisory, estate planning, and risk management, aiming to provide holistic and coordinated financial guidance. Stenger Family Office serves individuals and families of varying net worth throughout the United States, emphasizing personalized service and long-term wealth preservation.

With a team of professionals, including Certified Financial Planners, accountants, and estate planning advisors, Stenger Family Office is committed to delivering unbiased, fiduciary advice. The firm does not offer proprietary products, ensuring that recommendations are solely in the best interest of clients. This commitment to fiduciary responsibility and comprehensive financial planning has established Stenger Family Office as a trusted advisor for families seeking to safeguard and grow their wealth across generations.

Requirements
  • High net worth individuals and families seeking comprehensive financial planning and wealth management services.
Contact

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