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Keebeck Wealth Management
Multifamily office listing in Chicago, Illinois, United States.
- SEC-registered
- Headquarters
- Chicago, IL
- Regulatory AUM
- $2.0 billion
- Employees
- 9
- SEC CRD
- 297496
Boutique independent wealth management for entrepreneurs, business owners, and multigenerational families.1
Overview
Keebeck Wealth Management provides customized wealth management solutions supported by institutional-quality research, due diligence, consulting, investment solutions, and financial planning. The firm serves aspiring entrepreneurs, business owners, and multigenerational families through a fiduciary approach aligned with each client’s goals, risk tolerance, and plans for growing and preserving wealth.1
Keebeck emphasizes hands-on service, with clients communicating regularly with individual team members. Its Portfolio Solutions Group uses financial technology, proprietary networks, and risk mitigation techniques to develop customized client strategies.1
Leadership
Bruce K. Lee is CEO and Founder. Keebeck says Lee has 33 years of investment experience and helps clients progress from leading their businesses to leading their capital.1
Joseph Polakoff is President and focuses on structuring a multifamily wealth management platform for ultra-high-net-worth clients.1
Christopher Duff is Vice President, Analyst. His responsibilities include financial planning, model-based asset management, tax-loss harvesting, and alternative investments.1
Chris Robertson is Managing Director of the Arizona Office. Keebeck also identifies Jackson Currier as Associate Analyst; he joined the firm in July 2025 to co-lead the Keebeck Real Estate platform.1
Services
Keebeck advises on estate planning, intergenerational wealth, family values, private-investment monetization, and financing for personal purchases. Its services combine financial planning, investment solutions, research, due diligence, and consulting.1
The Keebeck Real Estate platform sources and structures niche commercial real estate opportunities.1
What the firm offers
- Financial planning
- Estate planning
- Trust and fiduciary
- Business owner services
- Private and alternative investments
Client Focus
The firm works with aspiring entrepreneurs, business owners, ultra-high-net-worth clients, and multigenerational families seeking coordinated support for wealth growth, preservation, and transition across generations.1
Approach
Keebeck describes its work as fiduciary and aligned with clients’ goals, risk tolerance, and long-term wealth plans. Its hands-on model centers on regular communication with individual team members and customized strategies informed by research, technology, proprietary networks, and risk mitigation techniques.1
Registration
The SEC’s Investment Adviser Public Disclosure database lists Keebeck Wealth Management under CRD 297496, with SEC registration approved effective July 6, 2018.2
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2019 | $888 million | $837 million | $50 million |
| 2020 | $1.0 billion | $991 million | $16 million |
| 2021 | $1.6 billion | $1.5 billion | $114 million |
| 2022 | $1.2 billion | $1.2 billion | $18 million |
| 2023 | $1.6 billion | $1.5 billion | $13 million |
| 2025 | $1.6 billion | $1.6 billion | $0 |
| 2026 | $2.0 billion | $2.0 billion | $0 |
| Year | Average AUM per client |
|---|---|
| 2019 | $12 million |
| 2020 | $9 million |
| 2021 | $12 million |
| 2022 | $16 million |
| 2023 | $14 million |
| 2025 | $11 million |
| 2026 | $14 million |
| Client type | Clients (2026) |
|---|---|
| High net worth individuals | 147 |
| Pension plans | 1 |
| Charities | 1 |
| Corporations | 1 |
| Year | Employees |
|---|---|
| 2018 | 6 |
| 2019 | 9 |
| 2020 | 10 |
| 2021 | 11 |
| 2022 | 8 |
| 2023 | 10 |
| 2025 | 7 |
| 2026 | 9 |
Ranks #4 of 17 SEC-registered firms in IL on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 297496. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
Who does Keebeck Wealth Management serve?
Keebeck serves aspiring entrepreneurs, business owners, ultra-high-net-worth clients, and multigenerational families.1
What services does Keebeck provide?
The firm provides wealth management, financial planning, investment solutions, research, due diligence, consulting, estate planning guidance, intergenerational wealth advice, and access to private-investment and real estate strategies.1
How does Keebeck work with clients?
Keebeck uses a fiduciary, hands-on approach with customized strategies and regular communication between clients and individual team members.1
Related resources
- LocationMultifamily offices in Chicago
This Chicago-focused directory can help a business owner or family compare the types of multifamily offices serving the region. It offers useful context for evaluating whether Keebeck Wealth Management's planning, estate, trust, and investment services fit your needs and location.
- Network siteEstatePlanner.com
These estate planning guides explain wills, trusts, and related decisions in accessible terms. They can help entrepreneurs and multigenerational families prepare questions about estate structures, fiduciary responsibilities, and how planning may connect with broader wealth management services.
- Network siteFamilyOfficeDatabases.com
This database can help readers research family offices, investors, and related organizations by market or client focus. Business owners may use it to understand the broader advisory ecosystem and identify questions about private investments, family governance, or outside professional coordination.
- GuideMultifamily office fees
A fee guide can help families and business owners prepare for conversations about how multifamily offices charge for planning, investment management, fiduciary work, and additional services. Reviewing common fee structures may also clarify which services matter most to your circumstances.
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Northern Trust CorporationProfiles of InContext Advisors, Mindful Wealth LLC, and Northern Trust Corporation provide additional points of comparison on this site. Reviewing their stated services and client focus can help a family or business owner define priorities before discussing planning, estate, fiduciary, and investment needs with Keebeck Wealth Management.
Sources
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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