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Sanctuary Wealth Partners Expands Its Platform with the Dual Launches of Sanctuary Tax and Family Office Services and Sanctuary Consulting Group

Posted: November 19, 2018 - Press Releases

CHICAGO, IL. November 19, 2018 – Sanctuary Wealth Partners (“Sanctuary”) announces the significant expansion of the firm’s capabilities with the simultaneous launch of its Tax and Family Office Services and new Consulting Group.

David Shane, Chief Financial Officer and Senior Managing Director, will oversee both areas that, together, will offer a holistic array of services to promote the growth of the firm’s highly qualified Advisors and provide comprehensive tax, family office, and enhanced business solutions to clients and businesses nationwide. Notes Shane, “The simultaneous addition of Sanctuary Tax and Family Office Services and Sanctuary Consulting Group is no coincidence. We are now fully equipped to strengthen our overall platform and provide best-in-class, customized strategies to our Advisors, their clients, and businesses.”

Sanctuary’s Tax and Family Office Services springs from the success and evolution of Kiely & Associates, the 25-year-old Chicago tax and accounting practice founded by John J. Kiely. Under Sanctuary, the team includes experienced CPAs, licensed attorneys, and industry experts who address and solve specialty matters or deliver a comprehensive portfolio of outsourced financial and administrative services. Tax services encompass tax planning, consulting, compliance, and reporting for state and Federal taxes. Family office services range from estate planning to financial and information management and also include outsourced services.

Industry veteran Jeff Balkan has joined the firm’s leadership team as Managing Director of the new Consulting Group, which will offer strategic business planning, process improvement, operations consulting and innovation, and transaction services to owners of middle market and large businesses. Balkan will be responsible for leading and growing this dynamic new area and for supporting the ongoing transformation of Sanctuary’s infrastructure.

Balkan’s impressive career includes roles in corporate leadership as well as independent business ownership, equipping him to bring a unique and valuable perspective to Sanctuary. He has served as an independent business consultant for more than a decade and gained considerable expertise in business operations and planning through numerous management roles in manufacturing and consulting.

“My past experience, both as a consultant and business owner, gives me a strategic perspective on the concerns clients have about developing their businesses,” notes Balkan. “Sanctuary is an attractive business model and our team of seasoned consultants, accounting professionals, and industry experts will help meet specific needs. We can deliver support at every phase of growth, from improving operational efficiency to planning for the future. Our services focus on business efficiency, improving both the top and bottom lines, and enhancing business value.”

Jim Dickson, President and Founder of Sanctuary, says, “Jeff is ideally qualified to develop the Sanctuary Consulting Group and we are pleased to welcome him to Sanctuary Wealth Partners. Under Jeff’s leadership, Sanctuary Consulting Group will offer businesses the strategic and operational guidance they need to realize their goals for long-term success.” He continues by describing his view of the dual launch, “Together, Sanctuary Consulting and Sanctuary Tax and Family Office Services round out our capabilities by delivering the tax, accounting, and family office services our Advisors and their clients desire and deserve. It’s an exciting day.”

About Sanctuary Wealth Partners

Sanctuary Wealth Partners brings together an elite group of wealth Advisors, selected for their experience, impressive compliance and performance records. These talented, highly experienced Advisors operate with their clients’ best interests as their primary focus. Partnered IndependenceSM ensures them comprehensive support in all aspects of serving clients and growing their businesses through affiliation with Noyes Group, LLC, a full-service investment firm headquartered in the Midwest, with offices throughout the country. Through its subsidiaries, Sanctuary Securities and Sanctuary Advisors, this partner-owned firm offers a comprehensive menu of products and services to individual and institutional clients.

Sanctuary Wealth Partners
250 West 96th Street, Suite 300
Indianapolis, IN 46260

(833) 608-5514
(317) 975-7729

[email protected]

Media Contact:

Barry M. Schwartz
Schwartz Public Relations
(212) 677-8700, ext. 118
[email protected]