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About Brass Bear Partners

At Brass Bear Partners, we provide trusted chief of staff, financial management (other than investing), private foundation and trust services for high-net-worth individuals and families, as well as businesses seeking fractional CFO or COO services. We have 20 years of experience across management, financial, philanthropic, insurance, and related matters. Our Expertise Includes: • Financial. Managing personal finances, payroll, tax payments, bill payment, and related services. • Management Services. Managing domestic employees and coordinating with investment advisors, accountants, lawyers, and others. • Information and Document Management. Managing and maintaining records needed for financial, tax, and other purposes. • Philanthropy. Handling or assisting with charitable giving, including helping establish and operate charitable trusts and private foundations. • Fractional CFO and COO Services. Providing operational and financial services traditionally performed by a CFO and/or COO. • Insurance. Working with insurance professionals to ensure proper coverage and renewals. • Legal. Coordinating with attorneys to protect your interests • Credit Monitoring. Monitor credit with the credit bureaus. • Taxes. Organizing and managing documents needed for tax purposes. • Concierge Services. Anything else for which our skills can help you. We work with high-net-worth individuals and families, as well as businesses who need a trusted partner to manage complexities with discretion and expertise. We also collaborate with financial advisors, accountants, and estate planners as an extension of their expertise by providing customized personal, financial, and management solutions. Let’s connect and discuss how we can support you. Reach us at 312-806-9699 or advisor@brassbear.com

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