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Chad Tischer · Greater Chicago Area.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Chad Tischer is Managing Director and Head of Family Office at Wealthspire Advisors. He leads strategy and expansion of its family-office offering for wealthy individuals and families. His client work includes business sales, liquidity events, concentrated equity and intergenerational transfers, coordinating with legal and tax advisers. The firm biography dates his arrival to 2003 and describes a platform spanning investments, wealth strategy, governance, philanthropy and related services.
Experience
Head of Family Office & Central Region LeadCurrent
Wealthspire · United States
Oct 2026 – Present
Lead Wealthspire Family Office, a dedicated offering serving families and individuals with complex financial lives. Responsible for the strategic direction, growth, and development of our family office platform, bringing together investment management, wealth and estate planning, tax strategy, family office structuring, reporting, and coordination across a familys broader financial affairs. Focused on delivering integrated solutions to multigenerational families, entrepreneurs, business owners, and other sophisticated clients whose needs extend beyond traditional wealth management.
Investment
Envestnet · Chicago, IL
Jun 2001 – Jun 2003
Education
- DePaul Driehaus College of Business — MBA, Finance · 2003 – 2005
- St. Cloud State University – College of Business, Engineering, and Technology — BA, Finance · 1996 – 1999
Skills
InvestmentsInvestment Advisory