Clarendon Hills, IL Office

Activ8 Family Office works primarily with professional athletes and the families, trusts, estates, retirement vehicles, and businesses that surround them. The firm offers a Holistic Client Management Program that bundles financial planning, investment management, cash management and tax services, and it also advises clients on private fund investments.

The firm delivers investment management largely through outsourced CIO and TAMP arrangements, using Dynasty’s platform and Dynasty Wealth Management (DWM) customized portfolios and allocating client assets among third‑party managers (TPMMs) while monitoring their performance. Portfolios may include passive ETFs, active third‑party strategies, alternative investments and private investments — including access to the OFS Private Markets Fund I advised by Lonsdale — with portfolios and services tailored to each client’s objectives.

Distinctive operational features described in the brochure include combined family‑office functions such as bill‑pay and Cash Management Accounts at City National Bank and in‑house tax services, alongside representatives who are licensed insurance agents/brokers. The firm also discloses affiliated private‑fund and related‑party arrangements (including Lonsdale/Opto relationships and warehouse commitments) and notes it may maintain electronic access and check‑writing/bill‑pay authority over client accounts (and therefore is deemed to have custody subject to independent surprise verification), which the firm addresses through disclosure and oversight.