Chris Martinez

Warmest wishes for a Joyful and Peaceful holiday break! Grateful for your partnership!

Wishing you warmest season’s greetings and a happy & prosperous 2018!  Thank you for your trust and collaboration. CVMartinez OB Holiday Card 2017 from Chris Martinez, CFP® on Vimeo.

I am very proud of our team and thankful to our industry colleagues and clients for awarding Oakbrook Solutions the “Best Family Office Management Consulting Firm” for the second consecutive year at the Family Wealth Report Awards 2017.  Click here for more information.

Oakbrook Solutions has been shortlisted for the 2017 Private Asset Management (PAM) Awards for the second consecutive year in the ‘best consulting firm for family offices’ category and for the first time in the category for ‘best family office service provider’.

Warmest Season’s Greetings! 2016 OB Holiday Greetings from Chris Martinez, CFP® on Vimeo.

Oakbrook Solutions is proud to be shortlisted for the third straight year in the 2017 Family Wealth Report Awards: http://clearviewpublishing.com/events/family-wealth-report-awards-2017/#finalists.   We were named “Best Management Consultant” to the Family Office Industry at the 2016 @FWReport Awards: http://www.oakbrooksolutions.com/pressreleases/oakbrook-solutions-named-best-management-consultant-to-the-family-office-industry-at-the-family-wealth-report-awards-2016/  

I recently contributed to an exclusive report from @FWReport and PCR on Client Reporting: Or Is It Client Communications? The report focuses on developing a quantitative discussion of the challenges and opportunities facing today’s family wealth advisory practices. Exploring the maturation of the family office practice as a business, the changing […]

I will be in NYC the week of Sept. 19 for the launch of Family Wealth Report’s new research report, “Client Reporting: or is it Client Communications?”, in which experts from the wealth management and fintech industries reveal the latest thinking on reporting and the client experience.