Stenger Family Office

Overview

Stenger Family Office coordinates financial advisors, tax professionals, and estate-planning resources through one integrated client team. The firm describes its advisors as fiduciaries and says they do not earn commissions from mutual-fund or annuity sales.²

History

Nick Stenger launched the firm after serving as a Senior Vice President and Financial Advisor at Morgan Stanley Wealth Management.³

Leadership

- Nick Stenger, Chief Executive Officer and Financial Advisor.³ - Chris Jordan, CPA, MST, Chief Financial Officer and Managing Director, Tax. He leads tax preparation and advisory work for family-office clients.³ - Julia Foran, Chief Compliance Officer and Vice President, Operations. She is responsible for family-office services.³ - Audrey Feldpausch, CFP®, Vice President and Financial Advisor. She leads the financial-planning practice and serves on the firm’s investment committee.³

Services

Investment services include goals-based portfolio design, core stock portfolios, and exchange-traded fund asset-allocation portfolios.¹

Tax services cover individual, small-business, estate, gift, and partnership tax returns, together with ongoing tax strategy.¹

Estate-planning coordination may include wills, trusts, powers of attorney, medical directives, beneficiary reviews, and wealth-transfer planning.²

The firm also provides financial planning and coordinates the work of financial advisors, tax professionals, and estate-planning resources through its family-office model.²

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Trust and fiduciary

Client Focus

Stenger Family Office lists retirees, business owners, executives, high-net-worth families, ExxonMobil employees, and Fortune 500 company employees among its areas of client expertise.²

Approach

The firm presents its approach as an integrated family-office relationship that brings financial planning, investment management, tax work, and estate-planning coordination together for clients. It reports fiduciary status and says its advisors do not receive commissions from mutual-fund or annuity sales.²

Assets and Minimums

Stenger Family Office reports $781 million in assets under management as of September 30, 2026.³

Published investment minimums are $1,000 for the Starter Account Program, $100,000 for Wealth Management, $2 million for Family Office, and $10 million for Ultra-High Net Worth Solutions.²

The firm publishes annual advisory fees starting at 1.00%, billed monthly.¹

Stenger Family Office reports being an investment adviser registered with the Securities and Exchange Commission under CRD number 325089.⁴

By the numbers

FAQs

Related resources

• LocationMultifamily offices in Naperville

  This page helps readers compare multi-family office options serving Naperville and nearby communities. It can frame questions about whether a family's needs call for coordinated investment management, financial planning, tax planning, and trust or fiduciary support, including issues that may arise when assets and family members span the United States.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related decisions. A family considering Stenger Family Office can use these materials to prepare questions about estate-planning coordination, trustee roles, tax considerations, and how plans should address business interests, beneficiaries, and property held in different states.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com provides a directory and playbooks for owners managing family enterprises. Its material can help a business-owning family assess questions for a multi-family office about investment oversight, succession planning, tax planning, fiduciary arrangements, and the relationship between company assets and household wealth.

• GuideHow multifamily offices invest

  This MultifamilyOffices.com page explains common ways multi-family offices approach investing. It gives prospective clients a basis for discussing portfolio goals, risk, liquidity, diversification, reporting, and tax-aware decisions with a firm serving families across the United States.

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Sources

Claim or correct this profile

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.