Relative Value Partners

Do I Need My Own Single-Family Office?

Ultra-High-Net-Worth (UHNW) families, whose wealth spans generations, have many demands beyond investment advice. In addition to comprehensive wealth management, these families require consolidated financial reporting, tax planning, risk management, asset protection, multi-generational education, philanthropic guidance, and other services. Because each family’s situation is unique, our UHNW clients often ask, “Should we form our own Single-Family Office to address our family’s specific objectives?”

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Key Themes from 2023: Insights on Financial Planning and Investment Management

Over the course of the year, our dedicated team has diligently crafted articles on essential financial planning and investment management themes that have commanded our attention.
In 2023, we explored a wide range of topics, including the appropriate role of private equity funds, estate planning in an era of higher interest rates, navigating naming beneficiaries for your IRA, and the philanthropic potential of donor-advised funds.

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Key Themes from 2022

Throughout the year, our team writes articles covering the key financial planning and investment management themes that we are monitoring. This year, we covered estate planning strategies, wealth-building steps for young investors, and opportunities within the closed-end fund market, to name a few things.

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Relative Value Partners Named One of America’s 50 Fastest Growing RIA Firms

Northbrook, IL — Relative Value Partners Group, LLC (“RVP”), a comprehensive wealth management firm based in Northbrook, Illinois, has been ranked as one of the “Top 50 Fastest Growing Firms” by Financial Advisor Magazine. The rankings are calculated based on a range of criteria, including growth in total assets under management (AUM) between December 31, 2020 and December 31, 2021. RVP’s $2.3 billion in AUM and 45.2% growth in assets earned the firm a place on the list.

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Relative Value Partners Named One of America’s 50 Fastest Growing Financial Advisor Firms by SmartAsset

We are thrilled to announce that Relative Value Partners (“RVP”) has been ranked as one of SmartAsset’s “Top 50 Fastest-Growing Financial Advisor Firms” for 2022. To define the Top 50 Fastest-Growing Financial Advisor Firms, SmartAsset began by identifying all firms that are registered with the SEC and headquartered in the United States. Any firms with disclosures, firms that do not offer financial planning services, and firms with less than $500 million in AUM as of their March 2019 SEC filing were removed from consideration.

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