It Just Made Sense

Division: Wealth Advisory

Location: Chicago, IL

Type of Partner: Investment Firm

Lehman Brothers is one of Wall Street's oldest and most respected firms. An innovator in global finance, it serves the financial needs of corporations, governments and municipalities, institutional clients, and high net worth individuals worldwide. Founded in 1850, Lehman Brothers maintains leadership positions in equity and fixed income sales, trading and research, investment banking, private investment management, asset management and private equity.

After several conversations with Lehman Brother's Chicago Wealth Advisory group, it became clear that both companies shared the same objectives in serving the high net-worth (HNW) market. This included: developing a strong family office base in the Chicago metropolitan area, proactively communicating new and novel offerings to prospective and current clients, strengthening relationships via client-oriented events and conferences, and expanding services to stay abreast of changing industry trends.

With mutual clients in the Chicago area, both Lehman and FNI knew this strategic partnership made sense. Lehman has long served the city's high net worth individuals and prominent families by implementing various investment strategies and management vehicles tailored to HNW clients. Experience, trust, and commitment in dealing with the HNW market made Lehman Brothers the ideal partner to assist and host FNI's popular Regional Users Conference.

Moving Forward

Lehman Brothers and FNI continue to share resources, which includes market research, industry insights, contacts, updates on networking opportunities, and educate each other on the services and products within their respective organizations.