Joseph Y. Chang
Partner - Real Estate
LOCATION OVERVIEW
The Chicago office, located in the heart of the city, is home to two distinct teams united by a shared commitment to stewardship. One focuses on family office services for ultra-high-net-worth individuals and families, delivering an integrated approach that brings together investment strategy, tax planning, estate coordination, philanthropy, and the many personal and administrative needs that come with significant wealth. The other is Promus Capital Management, a specialized platform within Waverly that serves investors seeking disciplined private market opportunities with the sophistication and care that define the firm’s broader client experience.
Promus traces its roots to 2010, when its senior leadership began investing under the Promus name in lower-middle-market private equity opportunities. Over time, the platform expanded beyond buyout investing to include primary fund investments, co-investments, and a dedicated real estate strategy. In 2025, Promus Capital Management was formed in collaboration with Waverly Advisors, continuing the same disciplined philosophy while expanding its ability to serve investors through the strength of the broader firm. Together, Chicago’s Family Office and Promus teams reflect a values-driven approach grounded in integrity, accountability, and enduring relationships.
THE WAVERLY DIFFERENCE
Waverly Advisors is a fee-only, fiduciary Registered Investment Adviser serving high-net-worth and ultra-high-net-worth individuals, families, and business owners. Our firm was built on a commitment to objective advice, long-term relationships, and financial guidance grounded in trust.
We provide integrated wealth management, financial planning, and investment advisory services designed to help clients navigate complexity with clarity. Our approach coordinates the many moving parts of wealth, including investment management, tax strategy, estate planning, and legacy considerations, into one thoughtful, personalized plan.
As we have grown, our focus has remained the same: delivering a high level of care, expertise, and personal attention to the clients and families we serve. With deep roots in our communities and a growing national presence, we help clients make confident decisions and build strategies aligned with their lives, values, and long-term goals.
FAQs
Waverly Advisors’ Chicago team builds an interconnected, data-driven strategy tailored entirely to your goals. Operating under a fee-only fiduciary standard, our advisors coordinate tax strategy, investment management, and estate planning into a single plan.
Learn more about our full range of investment management services and how we can support your financial planning needs.
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