Patrick Malloy

Crescent Grove Advisors partners with ultra-high-net-worth individuals, multigenerational families, and family offices to provide thoughtful, personalized wealth guidance built on trust and long-term relationships.

We understand that managing significant wealth is about more than finances — it’s about family, legacy, values, and navigating life’s complexities with confidence. Our team takes a collaborative and highly personal approach, helping clients coordinate all aspects of their financial lives, including investment management, tax planning and preparation, estate strategies, philanthropy, and generational wealth transition.

Our involvement with the Wisconsin Institute of Certified Public Accountants (WICPA) reflects our dedication to building strong professional connections and supporting the evolving needs of high-net-worth families and family office structures.

Learn more about Crescent Grove Advisors at: www.crescentgroveadvisors.com