Michael Liccar to Drive Growth of Boutique Wealth Management Firm, Twende Investment Group

September 18, 2018

Chicago-based wealth management firm, Twende Investment Group, today announced Michael J. Liccar, CPA will join the firm as a partner. Twende is an independent investment firm providing private wealth, asset management, and transaction consulting services to high-net-worth clients.

Michael is a seasoned CPA, CEO, Entrepreneur and Family Investment Manager/Advisor. He has earned various licenses in the securities industry including FINRA Series 24, 27, 7, 63, 65 and 3. Michael founded Liccar CPAs in 1988 which specializes in financial, tax and regulatory reporting for the alternative and private investments industry. He has managed diversified family investment portfolios for over 30 years. Michael founded, funded and operated multiple US and non-US small businesses as well as a non-profit charitable organization. He is active in local government and civic affairs as well as a number of non-profit organizations.

Twende Founder, Jonathan Spencer, CFA, sees opportunity in offering a simplified and comprehensive service to families. “Typically, high-net-worth clients and what we call the mass affluent (net worth > $1 million) had to deal with number of uncoordinated service providers. Our attempt to disrupt the market starts with the client in mind. Our service model integrates governance consulting, wealth and tax planning, asset management, data aggregation and other services. We have a single layer of fees and we don’t have perverse incentives to only offer in-house investment products. We’re trying to simplify people’s lives and democratize the institutional-quality experience. To do that, you need a skilled, diverse team of professionals who don’t think in silos. Mike brings a trove of expertise and experience in international tax, alternatives investments, and value-investing.”

 

Source: Twende Investment Group

Disclosure: Twende offers investment advisory services through Twende Asset Management, LLC, and Illinois State Registered Investment Advisor.

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