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Wealth Strategist Partners Overview

Type

Multi Family Office

Year Founded

1985

General Information

Wealth Strategist Partners is a multi-family office headquartered in Chicago, United States. Founded in 1985 by fourth-generation heirs of the Carnation Company, the firm evolved from the Stuart family’s investment platform and advises a select group of ultra-wealthy families on portfolio construction, tax-aware asset allocation, succession planning, governance, and philanthropic objectives—guiding disciplined, intergenerational capital stewardship.

Contact Information

Website:
https://wspcio.com/

Year Founded:
1985

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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