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Keebeck Wealth Management Overview
Type
Multi Family Office
Year Founded
2018
General Information
Keebeck Wealth Management is a multi-family office headquartered in Chicago. Founded in 2018 by veteran wealth advisor Bruce K. Lee, the firm traces its wealth origins to Lee’s long career managing capital for corporate executives, entrepreneurs, and multigenerational families in the financial services sector. Keebeck deploys its advisory expertise to oversee diversified portfolios, estate planning, and tax strategies for ultra-high-net-worth clients.
Contact Information
Website:
https://www.keebeck.com
Year Founded:
2018
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Chicago, IL, United States
Portfolio & Notable Allocations
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