Claire Kluever

DePauw University, BA

Wealth management specialist

Claire understands the complexities that affluent families face and firmly believes that preserving wealth shouldn’t be daunting or confusing. After working with the Family Office Exchange in Chicago for over 15 years in the area of member development and staying on top of wealth management trends by conducting industry benchmarking studies, Claire saw the need for more creative and systematic branding efforts within the wealth management arena. She works with family offices, wealth advisors and managers to articulate and communicate their offerings so that the benefits are clearly understood.

Claire is a frequent presenter on topics related to strategies for building a successful wealth management business, effective wealth management servicing models, compensation and recruitment, and family office trends and issues. She has spoken at The Institute for International Research Family Office Forum, Institutional Investor’s Women in Wealth Seminar, World President’s Organization, Metropolitan Circle, FOX Fall Forum, FOX Wealth Advisor Conference and many regional group and individual family office and advisor member meetings. Formerly an account executive for The Bankers Group in Chicago, Claire handled search assignments for major domestic and international banks in trust, accounting, operations, private banking, and capital markets.