Chad Tischer, CFP®
Managing Director, Head of Family Office
Chad Tischer, CFP® is Managing Director and Head of Family Office, where he leads the strategy, development, and national expansion of the firm’s family office platform for ultra-high-net-worth individuals and families. Working closely with executive leadership, he is focused on building a premier independent family office offering that helps clients navigate increasingly complex financial lives.
Chad oversees a comprehensive family office platform that integrates investment management, wealth strategy, tax and estate planning, family governance, philanthropy, private investments, lending, and lifestyle services. He joined the firm in 2003.
Chad advises entrepreneurs, corporate executives, and multigenerational families through significant financial events, including business sales, liquidity events, concentrated equity positions, wealth transfers, and complex investment opportunities. He collaborates closely with clients’ attorneys, accountants, and other trusted advisors to deliver coordinated strategies that simplify complexity and support long-term goals.
In addition to serving clients, Chad leads initiatives focused on advisor development, recruiting, enterprise growth, client experience, and innovation. He is passionate about building exceptional teams and fostering collaboration across specialized disciplines.
Chad serves on the Board of Directors and Investment Committee of the Minnesota State University Mankato Foundation and supports educational opportunities through the Evelyn Tischer and James Tischer Scholarship Fund. He has also served in leadership roles with several nonprofit organizations and was recognized as a national finalist for the Invest in Others Community Leadership Award.
Chad oversees a comprehensive family office platform that integrates investment management, wealth strategy, tax and estate planning, family governance, philanthropy, private investments, lending, and lifestyle services. He joined the firm in 2003.
Chad advises entrepreneurs, corporate executives, and multigenerational families through significant financial events, including business sales, liquidity events, concentrated equity positions, wealth transfers, and complex investment opportunities. He collaborates closely with clients’ attorneys, accountants, and other trusted advisors to deliver coordinated strategies that simplify complexity and support long-term goals.
In addition to serving clients, Chad leads initiatives focused on advisor development, recruiting, enterprise growth, client experience, and innovation. He is passionate about building exceptional teams and fostering collaboration across specialized disciplines.
Chad serves on the Board of Directors and Investment Committee of the Minnesota State University Mankato Foundation and supports educational opportunities through the Evelyn Tischer and James Tischer Scholarship Fund. He has also served in leadership roles with several nonprofit organizations and was recognized as a national finalist for the Invest in Others Community Leadership Award.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
