Celebrating 25 Years
Celebrating 25 Years

Celebrating 25 Years

 

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Celebrating 25 Years

TC Wealth Partners and the Trust Company of Illinois Celebrate 25 Years of Serving High Net Worth Individuals, Families and Institutions.

TC Wealth Partners, LLC, a Chicago-area RIA with expertise in financial planning, investments, trust services, and corporate retirement plans, will celebrate its affiliate’s, the Trust Company of Illinois, 25th anniversary on June 18, 2018. At the 25-year mark, the organization has fully transitioned from its first generation of leadership to the second.

We’ve already hit full stride as we begin the next 25 years. The last several years, we’ve hired top industry leaders for all our key areas- investment management, trust and estate services, and retirement plan services.– Bill Giffin, CEO

Since opening its doors as the Trust Company of Illinois in 1993, which continues to provide fiduciary oversight of its trust, estate, and retirement plan clients, TC Wealth Partners has remained an employee-owned organization. In 2016, TC Wealth Partners was created as an RIA and now serves as the umbrella organization for the two organizations. The wealth management firm delivers a highly competitive investment platform with a broad array of traditional and non-traditional solutions, centered on client needs.

With the change in leadership, one thing remains steadfast: the core value of independent advice, helping individuals, families, and businesses navigate their financial future.

We have the talent and capabilities of some of the largest firms, but what sets us apart is our independence, client-centered focus and culture. These are values that are attractive to our clients and employees and serve as our guiding lights.– Reed Murphy, President

With the hiring of CEO Bill Giffin in 2013, TC Wealth Partners began its succession plan. Since then, the company has hired a new Chief Investment Officer and President, Reed Murphy; a strategic operations director, Michael McMorris; and a director for its Trust and Estate Services, Shannon Stevens. The new leadership joins a top-flight, experienced wealth management team that has served TC Wealth Partners clients for many years. With a successful transition behind them, the company now plans to help its clients pass on their legacy and assets to the next generation.

We know firsthand the challenges of making a successful transition to the next generation. For individuals and families, it’s an enormous responsibility to steward the family resources and values for and to the next generation – and for generations not yet born. Such transitions require thought, patience, and a deep commitment to the family legacy and a set of core values.– Bill Giffin, CEO

To celebrate its 25th anniversary, on September 5, 2018, TC Wealth Partners will host its annual conference with the theme, “Trust at 25 – Just Getting Started.” TC Wealth Partners CIO Reed Murphy will present on the great economic shifts of the last 25 years and how global populism and disruptive technologies may shape the next 25.

To register for the conference, please Contact Us.

Tags:  25th Anniversary, Fiduciary, Generation to Generation, Independent Financial Institution, Investment Strategy, Retirement Plan Services, Transitions, Trust Services, Wealth Management Firm

Note:  The content of this article is for guidance and information purposes only and is not intended to be construed as advice. Information provided is not intended to provide investment, tax, or legal advice.