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Private Vista Family Office
Private Vista Family Office was formed in 2016 when Trinity Financial Advisors and Financial Strategy Network combined under Jim Weil. The firm serves clients...
Private Vista Family Office
Private Vista Family Office was formed in 2016 when Trinity Financial Advisors and Financial Strategy Network combined under Jim Weil. The firm serves clients whose wealth stems from business ownership, corporate roles and medical careers rather than a single legacy fortune. Investment activity spans private equity, private credit, real estate and hedge funds alongside philanthropic and mission-related mandates. Geographic focus remains North America. Client segments include startup executives navigating equity compensation, business owners handling succession and exit planning, and medical professionals managing high-income cash flow and insurance decisions. Hightower Advisors acts as strategic investor and parent, supplying technology and operational backbone. The team lists five named partners. No dated operational events from the past 24 months appear in available sources. Philanthropic ties include Ann & Robert H. Lurie Children's Hospital and Chicago Lighthouse for the Blind.
General information
Firm type
Multi Family Office
Year founded
2016
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Oak Brook
Corporate office
Oak Brook, IL, United States
Principals
Jim Weil
Managing Partner
Randy Porzel
Partner and Lead Advisor
Nicole Romito
Partner and Senior Advisor
Mary Beth McLean
Partner and Senior Advisor
Matt Parenti
Partner and Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Private Vista Family Office?
Jim Weil serves as Managing Partner. Four additional partners—Randy Porzel, Nicole Romito, Mary Beth McLean and Matt Parenti—handle advisory and investment coordination.
Is Private Vista structured as a single family office or multi-family office?
It operates as a multi-family office formed by the 2016 merger of two advisory practices and serves multiple entrepreneurial and professional families.
What asset classes does Private Vista deploy into?
Confirmed allocations include private equity, private credit, real estate, hedge funds and philanthropic or mission-related investments.
How is Private Vista related to Hightower Advisors?
Hightower Advisors functions as strategic investor and parent company, providing technology and infrastructure support to the Oak Brook firm.
Where does the underlying wealth originate for Private Vista clients?
Clients derive wealth from business ownership, corporate executive roles and medical professions rather than a single disclosed family fortune.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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