Wealth Management & Trust Services
The Chicago financial advisors at Ronald Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum and offer services that include:
- Wealth Management (financial, retirement, and estate planning)
- Investment management
- Cash flow and budget planning
- Charitable giving strategies
- Personal trust and estate settlement services
- Family Office
- Professional Athlete services
- Business consulting services
- Institutional services
- Retirement plan consulting
The Chicago office of Ronald Blue Trust continues to expand its client base by building and implementing personalized financial plans, providing goals-based investment advice, and strategic consulting to business owners, corporate executives, entrepreneurs, and physicians. They are also active in the Chicago area philanthropic community. The office opened in 1994 under the leadership of Managing Director, George Kawasaki, who joined Ronald Blue Trust in 1993 after holding various positions in the corporate finance department of a Fortune 500 company.
