Investment Advisory Services in Chicago

Our Chicago location has two dynamic teams, distinct in strategy yet united by a shared commitment to stewardship.

FAMILY OFFICE

Our Family Office services are designed to meet the complex financial and personal needs of ultra-high-net-worth individuals and families. We provide an integrated suite of services that extend beyond traditional wealth management, coordinating investment, tax, estate, philanthropic, and administrative functions under one cohesive strategy. Grounded in stewardship and guided by Waverly’s core values of Integrity, Family, Grace, Team, Drive, Empathy, and Community, our approach centers on trust, accountability, and enduring relationships. Our mission is to simplify financial lives, preserve multigenerational wealth, and help families sustain their legacies for generations to come.

PROMUS CAPITAL MANAGEMENT

Promus Capital Management traces its roots to 2010, when its senior leadership began investing under the Promus banner in lower-middle-market private equity opportunities. Since that time, the Promus Capital Management team has expanded its capabilities beyond lower-middle-market buyout investments to include primary fund investments, co-investments, and a stand-alone real estate strategy.

In 2025, Promus Capital Management was formed in collaboration with Waverly Advisors. With the same philosophy and strategies in place, the firm continues to deliver disciplined private equity and real estate opportunities while expanding its capacity to serve investors through this new partnership.

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