Smarter Virtual Family Office Solutions in Chicago
Protect, grow, and transfer your wealth with trusted Chicago–based virtual family office solutions. Our advisors provide tailored family wealth planning designed for Chicago and Midwest families, helping simplify complexity, manage costs, and preserve your legacy for generations.
Our Virtual Family Office Services in Chicago
Comprehensive, flexible, and confidential solutions designed to protect, manage, and grow your family’s wealth.
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Wealth & Investment Oversight
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Estate & Legacy Planning
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Tax Planning & Compliance
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Administrative Support & Reporting
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Tailored & Scalable Plans
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Philanthropy & Charitable Giving
Who Benefits From a Virtual Family Office in Chicago
From business leaders to multi-generational families across the Midwest, a Chicago virtual family office provides expertise to protect assets, manage wealth, and achieve lasting financial success. Our advisors deliver strategies tailored to Chicago’s dynamic financial landscape, built for clarity, confidence, and long-term growth.
High-Net-Worth Families: Simplify wealth management with customized investment oversight, estate planning, and risk management.
Entrepreneurs & Business Owners: Stay focused on growing your ventures in Chicago’s competitive market while we safeguard your personal financial legacy.
Multi-Generational Families: Preserve assets and support a seamless transfer of wealth across children, grandchildren, and future heirs.
Philanthropic Families: Align charitable giving with your values while maximizing community impact and available tax advantages.
Your Path to a Virtual Family Office in Chicago
From your first consultation through ongoing management, we make it simple for Chicago families to establish and maintain a trusted virtual family office. Our step-by-step approach is built on clarity, confidentiality, and a commitment to long-term success.
Initial Consultation – We begin by understanding your family’s financial priorities, goals, and current wealth landscape.
Customized Strategy – Our team develops a customized plan that integrates investments, taxes, estate planning, and administrative needs.
Seamless Onboarding – We coordinate all services efficiently while ensuring complete confidentiality and minimal disruption.
Ongoing Management & Reviews – Continuous oversight and regular updates keep your strategies aligned as your family’s needs evolve.
Why Choose One Advisory Partners
At ONE Advisory Partners, we put your interests first. As a fiduciary and fee-only firm, we provide unbiased and transparent financial advice tailored to your unique situation. Every client deserves a personalized approach that reflects their goals and values and our mission is to deliver clarity and confidence at every stage of your financial journey.
Our distinctive flat-fee structure means our guidance is free from commissions and sales pressures. With a dedicated team focused on education, empowerment, and measurable value, we stand by you through every phase of your financial life.We specialize in helping busy professionals and families transition successfully from career to retirement. By offering comprehensive, personalized planning, we ensure long-term success built on clarity, trust, and expert collaboration.
Client Testimonials / Success Stories
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“I’ve been working with Jon for the last year or so. He has helped my wife and me get our financial house in order and determine where we stand for retirement. He’s recommended people to help with estate planning, is helping us invest more wisely, has provided great advice regarding the difficult decisions to purchase additional life insurance and long-term care insurance, and has already helped us reduce our tax burden significantly. I’ve referred multiple people to him and will continue to do so. My only regret is that I did not hire him years earlier.”
Relationship to Financial Advisor: Client as of Apr 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest. -
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"My wife and I have first met Ron Sanders nearly 15 years ago. He and his company have managed our retirement assets since that time. We have always been impressed with the service received and the financial performance achieved."
Relationship to Financial Advisor:Client as of Jun 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest. -
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“Dan Miller has helped us a lot to navigate our finances. His experience has made a big difference in helping us understand money management. We trust the way that he manages our investments. He has always provided answers to our questions and has given us much needed guidance with major money decisions. Dan is professional but yet very friendly and approachable. We have recommended him in the past and wouldn't hesitate to do so in the future.”
Relationship to Financial Advisor: Client as of Apr 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interes
Meet Your Retirement Advisors
At ONE Advisory Partners, our mission is to bring clarity and confidence to your journey from career success into a fulfilling retirement. Founded on the belief that every client deserves personalized attention and truly unbiased advice, we’ve dedicated our practice to helping successful professionals and families navigate one of life’s most important transitions—retirement.
Our Philosophy
Our founding principle is simple: put the client’s interests first, always. As a fiduciary and fee-only firm, we are committed to objectivity and transparency at every step. Our distinctive, predominately flat-fee structure means you receive advice that’s truly aligned with your goals, not driven by commissions or sales quotas. At ONE Advisory Partners, you’ll find a team passionate about education, empowerment, and delivering measurable value through every phase of your financial life.
FAQs
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It brings all the pieces of family wealth management together — from investments and taxes to estate planning and philanthropy — so everything works in sync instead of in silos.
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Yes. Traditional family offices require large teams and heavy overhead. A virtual model gives you the same expertise and structure at a fraction of the cost.
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Confidentiality is a top priority. Advanced encryption and strict protocols keep sensitive information protected at all times.
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Yes. Many San Francisco families hold concentrated equity from tech companies. We design strategies to diversify holdings, manage tax exposure, and plan liquidity events effectively.
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Your virtual family office acts as the central hub, working seamlessly with your existing advisors. This ensures all aspects of wealth management—legal, tax, and investment—are fully aligned with your family’s goals.
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Families with complex wealth — whether through businesses, investments, or philanthropy — benefit most because the model simplifies decision-making and reduces stress.
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Our approach evolves with you. Whether your family is growing, expanding business ventures, or increasing philanthropic activity, strategies are continuously reviewed and adapted.
Secure Your Virtual Family Office in Chicago Today
Simplify wealth management with tailored strategies for investments, estate planning, and long-term financial security.
