Stenger Family Office | Your Entire Team, In One Place
Guarding Your Wealth
It’s estimated that 70% of wealthy families will lose their wealth by the second generation and 90% will lose it by the third.
Most high net worth families that have accumulated significant assets are less focused on aggressive growth and are more concerned with the long term protection of their wealth.
Stenger Family Office and our team of financial advisors in Naperville can create a financial plan that helps pass your legacy between multiple generations.
Your Entire Team, In One Place
Wealthy families have leveraged the family office and multi-family office structure for decades.
Rather than disconnected service providers operating under different umbrellas, a multi-family office like Stenger Family Office, provides seamless coordination between your financial advisor, Certified Public Accountant (CPA) and estate planning specialist.
Stenger Family Office and our team of Naperville financial advisors, accountants and estate attorneys provide comprehensive financial advice that goes beyond investment management.
Our multi-family office approach helps simplify and organize your financial life.
Our Services
-
Stenger Family Office financial advisors can help you and your family create a customized financial plan that is based off your goals, not just risk.
We start by assessing your long term goals and taking an inventory of your assets, liabilities, income and expenses.
At the end of the financial planning process, we deliver you a dynamic, customized financial plan that will provide you a high degree of confidence knowing your financial future is secure.
-
Stenger Family Office customizes portfolios to match client goals. We do not simply invest your assets into cookie cutter portfolios, but rather determine the best portfolio that will allow you to accomplish your goals with the least amount of risk.
We offer family office clients all equity portfolios, adjusted down to the amount of low risk money your financial plan calls for, using U.S. short term debt as a proxy.
-
Our team consists of in-house CPAs and highly trained tax professionals that can prepare and file your tax return and provide you with ongoing long term strategy and planning for the future.
We leverage cutting edge tax software that provides you with tax projections, advice on when to make certain tax related decisions, and how to best take advantage of current tax law.
-
Stenger Family Office works closely with qualified estate planning attorneys to help create a customized estate plan for you and your family that helps mitigate risk, reduce complexity, and pass your life’s work down according to your wishes.
We can help you create comprehensive estate planning documents including trusts, wills, charitable vehicles and a variety of other strategies.
-
Stenger Family Office reviews risk management controls and procedures for our family office clients to ensure you are protected in the event of loss.
-
Our team at Stenger Family Office can provide you and your family with access to various lifestyle services such as travel planning, medical advisory, cybersecurity consulting, and host of other services.
Fiduciary Advice You Can Rely On
Stenger Family Office and our team of financial advisors in Naperville, IL and Naperville financial planners will create a customized financial and investment plan unique to your family and your needs. As a Registered Investment Advisor (RIA) firm regulated by the SEC, we adhere to the strict fiduciary standard, always placing your interests first.
No Proprietary Products
Stenger Family Office financial advisors only hold fiduciary licenses, not sales or brokerage licenses. We do not offer proprietary funds or financial products that often create a conflict of interest and can add significant underlying expense.
Always a Fiduciary, Every Time
Some large Wall Street firms say their financial advisors operate as fiduciaries, but only sometimes. It’s then up to the client to figure out if all the advice they are receiving is truly unbiased. In many cases, firms operate under the suitability standard where brokers place their financial interests above the client.
Always a Fiduciary, Every Time
Some large Wall Street firms say their financial advisors operate as fiduciaries, but only sometimes. It’s then up to the client to figure out if all the advice they are receiving is truly unbiased. In many cases, firms operate under the suitability standard where brokers place their financial interests above the client.
Customized, Not Cookie Cutter
Stenger Family Office financial advisors alongside the Stenger Investment Committee, customize investment portfolios for our client families with the use of our cutting edge trading and rebalancing software. This level of customization can help reduce hidden or additional fees paid through the traditional use of mutual funds.
Significant wealth requires detailed customization, with a specialized focus on taxes and estate planning.
The Stenger Family Office Process
Stage 1
Identify your key risks.
Create a customized financial plan with a Stenger financial advisor.
Coordinate your financial plan with your other advisors.
Stage 2
Implement custom investment portfolios to match your goals.
Guard against potential risks and rising health care expenses
Host a family meeting with our team of advisors
Stage 3
Create custom tax strategy alongside our team of accountants.
Tax efficient withdrawals & tax efficient investment portfolios.
Evaluate basic and advanced estate planning strategies according to the needs of your family and financial plan.
Once implemented, your Stenger financial advisor will begin managing you and advising you on the three stages of your family plan. We will meet with you regularly throughout the year to keep you updated and informed on investment decisions and determine if other changes should be made. We provide you and your family dedicated support from our operations and client service team so your calls and requests are always answered promptly. As your multi-family office advisory team, our goal is to help protect the wealth you’ve worked hard to accumulate.
Family Office Services
Stenger Family Office is a fiduciary financial advisor in Naperville, IL. Our team of Naperville financial advisors operates as a multi-family office, providing comprehensive financial planning, investment management, tax strategy and estate planning strategies to families in the Naperville, IL area and across the United States.
Financial Planning
We offer investors a one-stop location where tax and estate planning are provided alongside financial planning and investments. This multi-family approach provides investors with a seamless experience across the most important areas of their financial lives.
Tax Strategy & Preparation
Stenger Family Office is comprised of financial planners, Certified Public Accountants (CPA), and estate planning professionals. Stenger financial advisors work collaboratively with the other experts on our team so your financial plan takes into account important tax and estate law changes.
Estate Planning
Stenger Family Office partners with local attorneys in your area that provide real time, integrated legal advice tailored to your personal situation. As a Naperville financial advisor, Stenger Family Office helps you understand the most important aspects of estate planning while coordinating your financial plan alongside your Wills, Trusts, and other critical legal documents. We also offer clients direct integration with Estate Guru, a leading national technology driven estate planning platform that offers our clients wills, trusts, power of attorney and medical directive documents.
-
Stenger Family Office provides all clients with comprehensive financial planning and investment advice. We do not charge separately for this service for clients that have a starter account with our firm.
We can help you decide when to retire, how much you can afford when buying home, help you pay down debt, and a variety of other circumstances.
Our Stenger financial advisors will start with an assessment of your personal financial situation and create a customized financial plan tailored to your goals.
Learn more about Stenger Family Office
-
As a Stenger Family Office Client, you will benefit from the years of experience our investment committee has managing portfolios for clients of all sizes.
We start with a goals-based assessment of your cash needs and other upcoming goals, then create a customized investment portfolio tailored to your goals.
Stenger Family Office offers core stock portfolios and Exchange Traded Fund (ETF) based asset allocation portfolios.
-
Stenger Family Office offers advanced tax strategy and tax preparation services for our family office clients.
We can prepare the following types of tax returns: individual, small business, estate, gift, partnership, and other types of returns.
Stenger Family Office also provides family office clients with advanced tax strategy plans through our Thomson Reuters software.
-
Stenger Family Office works closely with law firms in Naperville, IL and your local area to deliver comprehensive advice coordinated with your personal estate plan.
The attorneys we refer to can offer the following services: wills, trusts, medical directives, power of attorney documents and more.
Identify Your Key Risks
Risk can present itself in a variety of forms. Some risks are obvious and can easily be guarded against while others are hidden and can potentially create significant exposures for family wealth.
Investment Risk
In our experience, many families don’t properly understand potential risk hidden in their investment portfolios. Many portfolios allocate heavily to risky international equities or unprofitable small and mid cap companies. Further, we have often found portfolios allocated heavily to long duration or credit risk bonds that don’t provide a ballast during market volatility. Stenger Family Office can help you identify these investment risks and build a custom portfolio that doesn’t add unnecessary exposures.
Tax Exposure
While most wealthy families will have to pay some level of tax on a federal and/or state level, we believe your tax situation should be planned in advance so there are no major surprises. Your Stenger financial advisor in Naperville, IL will work closely with our in-house team of tax accountants, CPAs and estate planning attorneys to ensure that tax planning is part of every investment or withdrawal strategy. Your Stenger financial advisor will work with your existing team to create a plan that may reduce estate tax liability through careful advanced planning.
Estate Planning Risk
After accumulating a significant amount of wealth, you may have concerns about passing the torch to the next generation. Whether your heirs are responsible or not, inheriting money of any amount can carry unintended consequences that could disrupt the legacy plan you have in mind. Stenger Family Office and our team of Naperville and Houston financial advisors can serve as an invaluable resource during tough times where passing money down can be challenging.
Ultra wealthy families have leveraged family offices for hundreds of years to pass down their wealth across multiple generations.
What is a family office?
Family offices have existed for hundreds of years. Much like a traditional wealth management firm, family offices provide financial planning to their clients and manage their investment portfolios. The key difference is that most family offices provide integrated tax and legal services to their client families.
As a multi-family office, Stenger Family Offices provides comprehensive financial planning, investment management, tax preparation and estate planning strategies all under one roof.
Stenger Family Office | Financial Advisors & Team
-
![Professional portrait of a smiling man in a suit with a pinstripe pattern, white shirt, and red patterned tie, against a dark background.]()
Nick Stenger
Chief Executive Officer
Financial Advisor -
![A woman with long brown hair, blue eyes, and a bright smile, wearing a black top, posed against a dark background.]()
Audrey Feldpausch, CFP®
Vice President
Financial Advisor -
![Professional headshot of a smiling man wearing a black suit, white shirt, and light blue tie.]()
Chris Jordan, CPA, MST
Chief Financial Officer
Managing Director, Stenger Tax -
![A smiling young woman with long brown hair, blue eyes, and wearing a black top with lace details, posing against a dark background.]()
Lyndin Simpson
Director, Client Operations
Financial Advisor Naperville | Financial Advisor Houston
Stenger Family Office works with multi-generational families that have been clients for 4 generations.
Our Office Locations
-
Naperville Financial Advisor
Naperville Financial Center
400 E. Diehl Road
Suite 550
Naperville, IL 60563 -
Houston Financial Advisor
City Place
1700 City Plaza Drive
Suite 440
Spring, TX 77389 -
Baton Rouge Financial Advisor
City Plaza
445 North Blvd
Suite 570
Baton Rouge, LA 70802 -
Chicago Financial Advisor
150 N. Riverside Plaza
Suite 1950
Chicago, IL 60606
Contact Us
Naperville Financial Advisor
400 E. Diehl Road
Suite 550
Naperville, IL 60563
Chicago Financial Advisor
150 N. Riverside Plaza
Suite 1950
Chicago, IL 60606
Houston Financial Advisor
1700 City Plaza Drive
Suite 440
Spring, TX 77389
Hours
Monday–Friday
8:30am–5:30pm
Phone
(630) 912-8431