Family Offices in Chicago

39 North Capital is a principal investment firm that partners with owner-operators of mature, cash-generating businesses. The firm focuses on creating long-term value for all stakeholders by prioritizing reinvestment and prudent use of debt, rather than employing a traditional private equity fund model. They structure each partnership as a standalone investment, emphasizing an operator mindset and a commitment to shared values with their partners.Founded in 2016 by Jake Roffman and Tim Lucey, 39 North Capital operates as a direct investment platform anchored by the Eastbridge Group, a family office with over $1.5 billion in assets under management. Roffman and Lucey, who met at the University of Notre Dame, bring extensive experience in private equity and operations. They were brought in by the Bruckner family, who own Eastbridge Group, to help the family enter the private equity space.The firm invests across various sectors, including multi-unit consumer-focused brands, business services, and companies providing solutions for the built environment. Notable investments and portfolio companies include Diversified Roofing, LawLers Barbecue, American Building Contractors, Remedy Roofing, Maaco Collision Repair & Auto Painting, and the quick-service restaurant chain Eegee's.Jake Roffman, Co-Founder and Managing Partner, focuses on origination, structuring, and financial aspects, drawing on his background at 13th Floor Investments, H.I.G. Capital, and Credit Suisse. Tim Lucey, also Co-Founder and Managing Partner, oversees origination, strategy, and operational aspects, leveraging his experience as COO of Meineke Car Care and in private equity at Harvest Partners. Both hold MBAs from the Wharton School.

Chaifetz Group is a private investment firm that deploys permanent family capital to support entrepreneurs, business owners, and management teams in building and expanding industry-disrupting businesses. The firm employs a flexible and enduring investment approach, spanning venture capital, private equity, real estate, and opportunistic strategies. They are known for their ultra-disciplined investment philosophy, which emphasizes long-term partnerships and a deep alignment of interests with their portfolio companies.Founded in 2012 by world-class entrepreneur Dr. Richard A. Chaifetz, the firm is rooted in his principles and anchored by his capital. Dr. Chaifetz, also the founder, Chairman, and CEO of ComPsych Corporation, brings extensive operational and business-building expertise to the group. Chaifetz Group differentiates itself by providing hands-on operational guidance, flexible capital, and leveraging an unparalleled professional network and unique capital base to foster growth and challenge the status quo.Chaifetz Group has a diverse portfolio of notable investments across various sectors. These include companies like Vulcan Pickleball, PICKLETILE, and DUPR in the recreational goods and sports industry, reflecting their interest in sports and media. They have also invested in technology-driven companies such as xAI (artificial intelligence), M1 Finance (consumer finance), Backlot Cars (online automotive marketplace), Beta Technologies (eVTOL aircraft), FLASH Parking, TimeDoc Health, and 15Five (performance management software). Their portfolio also features investments in major sports franchises like the San Francisco Giants (MLB) and Alpine Racing (Formula One), as well as the Major League Pickleball franchise, St. Louis Shock.The leadership team includes Dr. Richard A. Chaifetz as Chairman and Managing Partner, Ross D. Chaifetz as Managing Director, Bob K. Jacobson as Chief Financial Officer, and Ryan Brown as Vice President. The firm is supported by a team of investment professionals, advisors, and portfolio company executives who collectively leverage their entrepreneurial and operational experience to optimize strategy, execution, and business models for their portfolio companies. The firm often focuses its investments in the Midwest, including Chicago, St. Louis, Kansas City, Indianapolis, and Nashville, recognizing overlooked opportunities in these regions.

Cresset Capital is an independent, award-winning multi-family office and private wealth management firm that serves ultra-high-net-worth (UHNW) families, entrepreneurs, and executives across the United States. The firm offers a comprehensive suite of services designed to optimize wealth and life, including holistic financial planning, sophisticated investment solutions, tax and estate strategies, and trust services. Cresset aims to provide clients with the insights, access, and innovation traditionally reserved for leading single-family offices and institutions.The firm's offerings extend to private investment opportunities, encompassing private equity, real estate, and private credit. They also provide specialized services such as pre-transaction planning, liquidity and exit planning for business owners, private banking services, insurance advisory, CFO services, estate planning, philanthropic planning, family governance, education, and lifestyle solutions. Cresset emphasizes a client-first, fiduciary approach, ensuring transparency and accountability in its wealth management strategies.Cresset was founded in 2017 by private equity investors Eric Becker and Avy Stein. Their motivation stemmed from their own experiences with existing wealth management approaches, which they felt lacked the comprehensive, personalized services and access to institutional-quality private investment opportunities that UHNW individuals and families deserved. The founders envisioned creating a firm that was client and employee-owned, built to endure for over a century, and rooted in excellence, transparency, and partnership.The leadership team at Cresset includes founders Eric Becker and Avy Stein, along with key executives such as Susie Cranston (CEO effective April 15, 2026), Doug Regan (Founding Partner and Co-Chairman), Mike Silverman (Chief Investment Officer), Jack Ablin (Chief Investment Strategist), Paul Algreen (Chief Technology Officer), Michael Costabile (Chief Financial Officer), and Amy Hong (Chief Operating Officer). This team brings extensive experience in investment management, financial planning, and operational leadership, enabling Cresset to deliver sophisticated and integrated wealth management solutions to its diverse clientele.

Duchossois Capital Management (DCM) is a private investment firm established in 2013 by The Duchossois Group, leveraging a century of operational excellence from its parent company. The firm extends beyond providing capital, offering extensive experience, operational expertise, and a long-term strategic vision to management teams, fund managers, and partners. DCM is committed to fostering long-term impact and value creation across its diverse investment portfolio.The firm's investment strategy encompasses four primary areas: Private Capital, Real Estate, Funds, and Public Securities. Duchossois Capital Management actively seeks opportunities in venture capital, growth equity, buyouts, real estate, and other alternative investment funds. Their mandate is global, with a particular emphasis on manager expertise, differentiation, and a strong focus on the technology and healthcare sectors. Transaction types include management and leveraged buyouts, recapitalizations, add-on acquisitions, and growth equity, targeting companies with revenues between $50 million and $1 billion and EBITDA between $10 million and $200 million, with typical investment sizes ranging from $15 million to $50 million.Duchossois Capital Management's portfolio highlights include investments in providers of home and community-based care for individuals with intellectual and developmental disabilities or brain injuries, leading providers of capitated managed care services in the behavioral health sector, and prominent providers of third-party administration and technology services to individual and group insurers. The firm also has areas of expertise in engineered industrial products, building products, transportation, logistics, rail leasing, and value-added distribution.The leadership team at Duchossois Capital Management comprises industry experts with varied backgrounds. Key individuals include Ashley D. Joyce as Chairman, Craig J. Duchossois as Chair Emeritus, Richard A. Naski, II as Chief Executive Officer, and David J. Jallits as Chief Investment Officer. Other notable team members are Daniel M. Terlep (CFO), Lauren K. Bugay (Managing Director), Jenny L. Hager (Executive Vice President of Client Service), and Harry P. Storer (Vice President), all contributing to the firm's strategic direction and investment success.