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Private Office

For decades, our team has served the needs of successful families across multiple generations.

Many of these families have complex estates that demand specialized services that we provide, including generational wealth planning, philanthropic legacy planning, consolidated reporting, institutional investing consulting, alternative investments, and business advisory services. We now refer to this suite of services as Goelzer Private Office.

  • Local access, global institutional asset management
  • Truly comprehensive wealth and estate planning
  • Delivered through the Goelzer Experience
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Our Clients Choose Us When

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They need to work through a multitude of complex investments and business holdings.

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They want an advisor who understands they are unique.

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They value local expertise that leverages global resources.

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They are concerned about their ability to share their legacy.

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They seek comprehensive wealth planning strategies.

Clients choose us when they want to make one call to their trusted team.

Why Goelzer?

Our Services

After learning about your purpose, goals, and objectives, our advisors deliver a suite of comprehensive services designed to help you achieve your dreams.

Our private client services are powered by Goelzer’s proprietary investment strategies.

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Goelzer Clarity: Consolidated Reporting

Institutional Investment Consulting Approach

Generational Wealth Planning

Philanthropic Legacy

Alternative Investments/Private Placements

Business Exit Planning

Custom Wealth Solutions

Goelzer Wealth Vision: Digital Experience

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Services

Our Private Office Advisors

Goelzer’s private client advisors average over 30 years of experience, leveraging deep insights to best serve you.

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Our Team
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Our insights
on markets & personal investing

Perspectives from Goelzer’s team of experts

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