Celebrating Our Clients
Throughout the year, we focus on nurturing these relationships and showing our appreciation through memorable experiences. In the past, we’ve celebrated our clients with wine and charcuterie board packages, a Chicago Odyssey Boat cruise, and a virtual cooking class hosted by the owner and chef of GT Prime and GT Fish and Oyster, among others. Each event is a way for us to connect, give back, and simply say thank you for the trust and support that make everything we do possible.


Chicago Cubs Rooftop Game
We had a great time hosting clients and advisors on the rooftops at Wrigley Field. From cheering on the Cubs to celebrating with the “W” flag, it was a fun-filled day of baseball, energy, and camaraderie.
Eataly Chicago: Tour of Italy Tasting & Pairing
About 90 clients joined us for a virtual guided tour with Eataly Chicago. Together we tasted the flavors of Italy through several hand-selected wines, cheeses, and meats — a night of food, learning, and community.