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.

Marquette’s Form CRS is available for download here.

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:

Learn more about our private client consulting services:

Download our Private Client Consulting Services Brief

Featured Experts

Tim Burdick, CFA | Managing Director

Tim is a managing director for Marquette and serves on the firm’s board of directors.

James R. Wesner, CFA | Managing Director

James is a managing director for Marquette and leads the firm's endowments & foundations practice area.

Tom Salemy, CFA, CAIA | Managing Director

Tom is a managing director for Marquette and serves on the firm’s executive committee.

Aimee O’Connor, CFP® | Managing Partner

Aimee is an investment consultant at Marquette with a focus on endowments, RIAs, family offices, and high net worth clients.

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