High Net Worth Focus McCabe & Associates serves business owners, widows, and high-net-worth families with complex financial planning needs, presenting an opportunity to cross-sell comprehensive family office services and holistically coordinate tax, estate, and insurance professionals.

Virtual Family Office Operating as a Virtual Family Office with national reach, there is potential to expand client onboarding through digital channels, partnerships, and targeted content to attract affluent clients beyond the Chicagoland area.

Plank-By-Plank Process Their proprietary Plank-By-Plank Process emphasizes proactive wealth transition planning and children’s financial preparation, suggesting a sales angle around lifecycle planning, wealth education, and next-generation engagement services.

Asset Scale & Growth With assets under management totaling over one billion dollars and annual revenue in the mid six-figures to low seven-figures range, there is room to upsell more advisory and digital tooling solutions to streamline administration and client experience.

Technology Stack Fit Utilizing Calendly, AWS, WordPress, OneTrust, and other modern tools indicates openness to technology-enabled services; this presents a foothold for selling cybersecurity, data governance, client portal enhancements, and scalable planning software.