Tallwoods Partners, LLC

Overview

Tallwoods describes itself as an independent multifamily investment office in Chicago, United States.² It combines investment management with advice on the wider financial affairs of client families.² Its May 2025 client relationship summary identifies the business as an investment adviser registered with the SEC.¹

The firm's engagements vary in scope, from a particular investment opportunity to management of an entire portfolio.²

History

A July 2025 announcement from Siderofsky Strategic Advisors dates the firm's founding to 2013.⁴ Tallwoods says its original purpose included investing the principals' own money alongside client capital.²

In July 2025, Siderofsky announced that Stephen Siderow had become a Strategic Partner at Tallwoods.⁴ The announcement described an advisory role involving investment opportunities, technology, prospective business relationships, capital sources and recruitment.⁴

Leadership

The firm's team page names Michael Resnick as Cofounder and Managing Director.³ Before Tallwoods, he worked at William Harris Investors from 1995 to 2013 and became executive vice president in 2000, with responsibility for its alternatives investment group.³ Earlier, he practiced corporate law at Cravath, Swaine & Moore.³ He holds degrees from Harvard Law School and Yale University.³

Bennett Lavin is listed as Director and participates throughout the investment process.³ His earlier work included investment banking in Baird's Global Consumer Group, advising on acquisitions and business sales for private equity firms, family offices and companies.³ He studied economics at Northwestern University.³

The website separately lists Stephen Siderow and SpringTide Partners as Strategic Partners.³ It describes SpringTide's work as including investment research, outsourced investment leadership and consulting on alternative investments.³

Services

Reporting is part of Tallwoods' work for families, covering both their investments and broader finances.² Its advice also addresses how portfolio choices fit with a family's estate plans and tax and legal considerations.² Its published investment offering includes commitments to funds, investments alongside other investors and direct transactions.²

The client relationship summary lists advice across public and private investments, including bonds, equities, private equity, hedge fund strategies, real estate, other real assets and commodities.¹ It also allows for allocating capital to independent investment managers.¹

Clients can give the firm discretion to make investment decisions or retain approval over purchases and sales.¹ The firm says it generally discusses accounts or investments with clients at least quarterly, with additional reviews when conditions call for them.¹

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Private and alternative investments

Client focus

The firm identifies family offices and individuals with very substantial wealth as its intended clients.²

Its regulatory summary says individual investment programs consider objectives, willingness to accept risk, practical constraints and taxes.¹

Investment philosophy and approach

The firm says it assesses individual opportunities through fundamental research and considers portfolio liquidity, relationships between holdings and investment duration.² It describes alternative investments and external managers as sources of opportunities, with taxes affecting portfolio construction and investment structures.²

Assets and minimums

The firm's Form CRS, dated May 2, 2025, states an investment minimum of $10 million and allows the firm to waive it.¹

By the numbers

FAQs

Related resources

• LocationMultifamily offices in Chicago

  This Chicago directory helps readers compare local firms that serve family offices and clients with substantial wealth. It can provide context for reviewing investment management, tax planning, estate planning, and private investment options in the region.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain language guides on wills, trusts, and related decisions. A family considering Tallwoods Partners can use these materials to prepare questions about estate planning alongside investment management and tax planning needs.

• GuideMFO vs SFO vs virtual family office

  This comparison explains how multifamily offices differ from single family offices and virtual family offices. It helps a wealthy family or business owner consider which service structure fits their circumstances, including the level of investment, tax, estate, and alternative investment support they may want.

• DataMFO fee types from Form ADV

  This guide explains common multifamily office fee types reported through Form ADV. Readers can use it to identify questions about advisory costs, billing arrangements, and services when reviewing a firm that works with substantial personal wealth.

• Similar firmsAaron Wealth Advisors
  InContext Advisors
  Northern Trust Corporation

  Profiles of Aaron Wealth Advisors, InContext Advisors, and Northern Trust Corporation give readers additional firms to review on the site. Comparing their stated services, locations, and client focus can help a family or business owner frame questions for Chicago based advisory firms.

Sources

1. Tallwoods Partners Form CRS Dated May 2, 2025. Accessed October 23, 2026.
2. Tallwoods Partners website Accessed October 23, 2026.
3. Tallwoods Partners team Accessed October 23, 2026.
4. Stephen Siderow Named a Strategic Partner at Tallwoods Siderofsky Strategic Advisors announcement published July 15, 2025. Accessed October 23, 2026.

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.