who we serve
Guidance for Families, Business Owners, and Individuals
Our Approach to Serving Clients
Every client’s situation is unique, and so is our approach. At Estate & Trust Advisors, we serve as your central financial partner — helping connect investments, planning, and professional relationships under one cohesive strategy. Our clients rely on us for investment perspective, clarity, and the confidence that comes from having an experienced team manage their complete financial picture.
Business Owners and Entrepreneurs
Aligning business success with personal goals.
Owning a business creates opportunity, complexity, and important financial decisions. We help business owners across Chicago and surrounding Suburbs align personal and business finances under one coordinated plan. From retirement plan design to pre-sale strategy and post-sale wealth management, our team works with your CPA and attorney to ensure every move supports both your company and your family’s future.
Generational Wealth
Bringing structure to multi-layered wealth.
We serve families whose financial lives involve multiple priorities — investments, trusts, business interests, and generational wealth. Estate & Trust Advisors brings these elements together through integrated planning that simplifies oversight and strengthens long-term outcomes. Our fiduciary approach ensures every recommendation supports your goals while maintaining flexibility as life evolves.
Women in Transition
Guiding life’s financial turning points with clarity and care.
Life transitions — such as divorce, the loss of a spouse, or sudden wealth — require both care and structure. We guide women through financial reorganization, account transitions, budgeting, and long-term planning to help restore confidence and stability. You’ll have a clear roadmap and a team that listens, explains, and stays connected every step of the way.
Retirees and Pre-Retirees
Turning savings into a steady, lasting plan.
As retirement approaches, priorities shift from accumulation to preservation and income. We help clients map out cash flow, Social Security timing, tax-efficient withdrawals, and investment strategies designed for steady income throughout retirement. Our advisors bring clarity and calm to one of life’s biggest transitions.
