08/22/2026
Yesterday I passed and went into a new bank/ investment concept. Chase Private Client group. On Michigan Avenue. Talked to them. They want to be your complete banking/ investment/ tax/ planning / estate planning / for fees of course. Lots of personal attention but no clear answer about what investments/ fees or... great marketing but my sense keep your banking separate from your investing/ from your attorney and tax person. Great idea for them - this is the first of many planned. I am not sure it is best for many of my clients. I work with your investment advisors and often attorneys and of course you to present options and explain it all.