ShankerValleau Wealth Advisors

Principals Richard Shanker and Michael Valleau are the named operators. The firm does not list a separate CIO or investment committee, suggesting they maintain direct control over capital allocation from the Skokie headquarters.

Everything the firm has disclosed points to long-duration direct investments in private operating companies and real assets, rather than fund commitments or liquid markets. The geographic focus is likely the U.S. Midwest, consistent with its single-office footprint.

The source of wealth has not been publicly disclosed. The firm's structure as a low-profile single-family office in Skokie offers no indication of whether the capital originated from an operating business, a liquidity event, or multigenerational wealth transfer.

No. It operates as a single-family office with no external client mandate. There is no indication it serves other families, manages outside money, or participates as a sub-advisor for institutional clients.

The firm's architecture as a single-family office eliminates client-driven constraints on holding periods, asset-class mix, and reporting. It can hold illiquid assets indefinitely without quarterly liquidity concerns, a distinction from any fiduciary practice serving multiple households.