# Private Vista Family Office

Private Vista Family Office is a Multi Family Office based in Oak Brook, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Oak Brook, United States
- **Region:** North America
- **Address:** Oak Brook, IL, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** myprivatevista.com
- **LinkedIn:** https://www.linkedin.com/company/private-vista-llc/

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Healthcare Services

## People

- 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

## 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.

## Related profiles

- [Private Office of H.R.H. Princess S.M. Al Saud](https://altss.com/profile/private-office-of-h-r-h-princess-s-m-al-saud-al-saud-family-office)
- [Privos Capital](https://altss.com/profile/privos-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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