North Shore ILLINOIS

(847) 239-8369 Contact Number

791 Elm St., Floor 2

Winnetka, IL 60093

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Meet our team on the North Shore

Let’s build your legacy here in Illinois

We’re here to help you grow, preserve and transition your wealth across generations.
Connect with our team
The North Shore is home to generations of individuals and families who invest thoughtfully in their communities, values and future. Our team understands the unique rhythm here: wealth built over time, stewarded with care and passed forward with intention. With local presence and global insight, our specialists are here to open doors, uncover new opportunities and help you achieve your financial goals and create a lasting legacy.
 
 
 
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Planning and advice that grow with you

Taking a holistic view of your lifestyle and wealth goals, a handpicked team of specialists from across the firm will partner with you to build a comprehensive plan shaped around your unique needs. With a legacy of serving some of the world’s most prominent individuals and families across generations, we can craft strategies informed by data-driven research and a deep understanding of your world.
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Lending strategies shaped around you

Realize your biggest ambitions with our powerful and flexible lending strategies. Whether you’re planning an acquisition, expanding real estate holdings or simply looking to access capital without disrupting your portfolio, we can help you structure credit in a way that supports your vision.
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Investing in your future

At the Private Bank, we help you craft portfolios around what matters most to you. Working closely with you to develop strategies that align with your goals, our approach is built on deep research, access to exclusive opportunities and a clear understanding of your vision. Our experienced specialists can help you invest with purpose and confidence.
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Private banking that’s powerful—and personal

Our private banking clients enjoy unmatched access to our firm’s powerful global resources, as well personalized guidance to help navigate them. For the past seven years in a row, Global Finance Magazine has named us “Best Private Bank in the World” in recognition of our unique dedication to excellence on behalf of every client.*
*Global Finance Magazine, 2026. Awards or rankings are not indicative of future success or results. Click here to learn more about third-party award selection criteria and other important information.
Let’s build something lasting—connect with our Private Bank team on the North Shore today.