Marquette Associates Login People Expertise Services Research About Contact Services Home › Services › Private Client Consulting Private Client Consulting Marquette Associates’ private client consulting group partners with family offices and high-net-worth individuals to focus on the three key factors that lead to a successful investment program — risk, quality, and cost. FOCUSED INSTITUTIONAL APPROACH TO PRIVATE CLIENTS Marquette provides investment consulting services to private clients, families, and family offices. We help family offices and high-net-worth individuals with a variety of backgrounds and goals design a framework that includes: Asset Allocation Customize the most appropriate portfolio for your unique situation. Investment Policy Develop disciplined investment guidelines to help control portfolio risk. Tax Awareness Assist clients to invest in tax-efficient investments, tax loss harvesting opportunities, and capital gains strategies. Education and Family Governance Facilitate family education, legacy planning, and gifting strategies. Investment Systems Review Transfer the details of your current investment program for a comprehensive portfolio “health” check-up. Portfolio Monitoring and Reporting Monitor investment program and report investment performance. Investment Manager Search Provide investment manager search, selection, and monitoring to improve the quality of your investment program. Cost Control Leverage Marquette’s size to reduce investment manager fees, custodial expenses and trading costs. Learn more about our private client consulting services: Download our Private Client Consulting Services Brief FEATURED EXPERTS Previous Tim Burdick, CFA | Managing Director Tim is a managing director for Marquette and serves on the firm’s board of directors. Get to Know Tim Meet the Team Next Subscribe to Research Email Alerts Subscribe © 2021 Marquette Associates. All Rights Reserved. Terms of Use Privacy Policy & Disclosure Documents Environmental Policy Chicago 180 North LaSalle Street Suite 3500 Chicago, Illinois 60601 Tel: 312.527.5500 Fax: 312.527.9064 Baltimore 1312 Bellona Avenue Suite 300 Lutherville, Maryland 21093 Tel: 410.825.0444 Fax: 410.825.1777 Milwaukee 735 N. Water Street Suite 1440 Milwaukee, WI 53202 Tel: 414.209.3290 Philadelphia 600 Willowbrook Lane Suite 610 West Chester, PA 19382 Tel: 610.719.0300 Fax: 610.719.8345 St. Louis 12412 Powerscourt Drive Suite 240 St. Louis, Missouri 63131 Tel: 314.822.4444 Fax: 314.822.4401