Keebeck Wealth Management is a registered independent advisory firm (RIA) dedicated to working with corporate executives, private business owners, entrepreneurs, & their multi-generational families. We have the experience, knowledge, network and passion to help high net-worth individuals and families simplify their financial decision-making by educating them on how to control their capital. We help our clients identify the best path to their true goals by synthesizing all the “seasons” of their lives into a focused plan to step forward. Disclaimer: Certain hyperlinks or referenced websites on the site, if any, are for your convenience and forward you to third parties’ websites, which generally are recognized by their top level domain name. Any descriptions of, references to, or links to other products, publications or services does not constitute an endorsement, authorization, sponsorship by or affiliation with Keebeck Wealth Management, LLC with respect to any linked site or its sponsor, unless expressly stated by Keebeck Wealth Management, LLC. Any such information, products or sites have not necessarily been reviewed by Keebeck Wealth Management, LLC and are provided or maintained by third parties over whom Keebeck Wealth Management, LLC exercise no control. Keebeck Wealth Management, LLC expressly disclaim any responsibility for the content, the accuracy of the information, and/or quality of products or services provided by or advertised on these third-party sites. Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and offering documents for further information concerning specific products or services. Keebeck Wealth Management is an investment advisory firm in Chicago. Keebeck is registered with the Securities and Exchange Commission (SEC).
External link for Keebeck Wealth Management
150 N Riverside Plaza
Chicago, Illinois 60606, US
Keebeck Columbus Office
Columbus, Ohio 43215, US
Bruce K Lee in the Wall Street Journal. Read more at: https://lnkd.in/ershqqRY #StepForward
The ravages of inflation, more expensive debt, lower returns, and prolonged exits and dilutional entrepreneurs who live in the go go days are creating this narrative. Like all things this will hopefully pass but for now this is where the discussion exists. #stepforward #neverquit
🎉Step forward with us on our 6th year anniversary🎉 Today marks a significant milestone for us at Keebeck Wealth Management—our 6th anniversary! As we celebrate this achievement, we're excited to announce a new chapter in our journey with the launch of our new logo! This evolution represents our commitment to growth, innovation, and continued excellence in serving you. Here's to many more years of growth, innovation, and excellence together! 🌟 #stepforward
🎆 Happy 4th of July from Keebeck Wealth Management! 🎆 As we gather with family and friends to celebrate our nation's independence, we reflect on the values that make this country great: freedom, resilience, and unity. Wishing everyone a safe and joyous Independence Day filled with laughter, gratitude, and memorable moments. #stepforward
Keebeck Wealth Management reposted this
Co-Founder and Senior Managing Partner at Impact Partners | Early Stage Investor | Keynote Speaker
Impact Partners is pleased to share that family office client Bruce K Lee, founder and CEO of Keebeck Wealth Management, a multi-family office that houses the wealth of some of the world's most prestigious families, will be speaking at SEICon event below from July 15-17. SEICon is a pioneering conference uniting global thought leaders in sports, entertainment, and innovation. Attendees will network with industry executives and explore cutting-edge developments in sports, esports, gaming, diversity, media, and more. For more information, please visit https://sei-con.org/
🎉 Congratulations to Christopher Duff! 🎉 We are thrilled to announce that Chris has successfully passed the May 2024 Level II CFA exam! This remarkable achievement is a testament to his hard work, dedication, and commitment to excellence. All of us at Keebeck Wealth Management are incredibly proud of Chris and are excited to continue supporting him on his journey through the CFA Program. We look forward to seeing all the great things he will accomplish in the future.
✨ Bruce K Lee at this year's #ForbesICONOCLAST! ✨ "It was an honor to discuss the democratization of private markets. Grateful for the opportunity to contribute to such an important conversation." #stepforward
✨ Quote Highlight ✨ Moira Forbes Interviewing CEO and Founder Bruce K Lee at this years #ForbesICONOCLAST on the Democratization of Private Markets. Thank Impact Partners for making this possible. Bruce is so grateful to have an opportunity to serve on the Forbes Advisory Board. #stepforward
Keebeck Wealth Management reposted this
Bruce K Lee, founder and CEO of Keebeck Wealth Management, spoke about the democratization of private markets at the 2024 #ForbesIconoclast Summit in New York City. https://trib.al/wic3ocF
🎤 Bruce K Lee Shines at Forbes ICONOCLAST Summit 2024 🎤 We are thrilled to share that Bruce K Lee, Founder & CEO of Keebeck Wealth Management, recently spoke at the prestigious Forbes ICONOCLAST Summit 2024! Bruce joined an extraordinary lineup of visionaries, including Kenneth C. Griffin, Founder & CEO of Citadel, and Ryan Reynolds, Actor, Producer, Screenwriter, and Entrepreneur. The ICONOCLAST Summit is renowned for bringing together the brightest minds and leaders across various industries to share insights, innovations, and strategies for the future. In his engaging session titled "Unlocking Returns: Investing in Private Markets," Bruce shared his expertise on the evolving landscape of wealth management. He emphasized the importance of innovation and sustainability in private market investments and provided valuable strategies for navigating this complex financial environment. His insights resonated with many and sparked meaningful discussions among attendees. We are proud of Bruce’s contribution to this influential event and grateful for the opportunity to engage with fellow industry leaders. Thank you to everyone who attended and made the summit a memorable experience! #stepforward
Keebeck Wealth Management reposted this
Co-Founder and Senior Managing Partner at Impact Partners | Early Stage Investor | Keynote Speaker
Next week, I will be going to the floor of the NYSE with Impact Partners' family office client Bruce K Lee, founder and CEO of Keebeck Wealth Management, a multi-family office that houses some of the most well-known names in family wealth, to tape a segment with Remy Blaire of FINTECH.TV about what's hot and what's not in family office investment for the second half of 2024. #FamilyOffice #FamilyWealth #FamilyOffices #MultiFamilyOffice