Briar Hall is a full-service family office to one of Chicago's founding families. The firm provides fully integrated wealth management services, alternative investments and trust and fiduciary services to its family households.

Part of the team advising over 3,000 privately-held businesses, families, family offices, and foundations as part of the Private Family Enterprises group. Work with worldwide leading family enterprises, the families who formed and grew those companies, and their associated family offices and trusted advisors.

The family office for the Johnson and Keland families, majority owners of S.C. Johnson & Son, Inc. Led an office of financial managers, accountants, and human resources professionals dedicated to serving the needs of three generations of the Johnson and Keland families. JKM’s primary focus includes governance, investment management, estate and tax planning, financial administration, education, and lifestyle services.

Managed the wealth and financial affairs of four generations of the Harris family as well as other ultra-high net worth families. A member of the senior management team in charge of managing a 55-person family office through investment management, tax and estate planning, philanthropy, trust administration, and personal financial planning.

Leading international real estate operating and investment management company with total market capitalization of more than $15 billion. Member of the executive management team and led legal, regulatory, and investment functions. Partnered with clients and managed financial restructurings to enable profitable expansion. Designed and introduced innovative structured investment products resulting in an increase in assets under management from under $1 billion to over $4 billion.

Nationwide commercial law firm with over 700 attorneys in offices throughout the U.S. serving individuals, emerging-growth firms, middle-market leaders, and Fortune 500 corporations. Assisted in the formation of a vibrant financial operations team within the broader corporate law department, resulting in highly interactive client/firm working relationships.