Dynasty Quest Inc
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The symbol of Dynasty Quest is a dragon, meant to connote transformation and growth in the midst of good fortune. It may be appropriate, then that the company deals with "financially prominent" families, not only in Chicago but across the United States, Europe and Asia. Founded by Steven P. Siegel, a Certified Public Accountant, the company acts as a kind of financial concierge, helping families navigate their financial legacies. Services include strategic and vision planning, financial planning, financial education, tax preparation, foundation efforts and coordinating family meetings. In addition to its Lake Forest base, Dynasty Quest has offices on Lake Shore Drive in Chicago and in Sedona, Arizona.
1085 Mt Vernon Ave, Lake Forest, IL 60045
- Fax: 203-542-5593
- Fax: 312-278-0811
- Hours: Mon - Fri, 9am - 5pm; Sat - Sun, closed
- Accessible: no