Keebeck Wealth Management

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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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