ORBA Wealth Advisors, LLC

11/03/2025

Effective November 1, 2025, Ostrow Reisin Berk & Abrams, Ltd. (ORBA) has joined Citrin Cooperman. This is a strategic step forward, allowing us to offer an expanded range of services, deeper expertise, and enhanced resources all while maintaining the personalized approach that has been the hallmark of our firm. We are very excited about joining Citrin Cooperman and look forward to providing our clients with even more comprehensive services in the months and years to come.

04/25/2023

April is Social Security Awareness Month - don't miss out on your benefits! Get your questions answered by your ORBA Wealth Advisor to make sure you are maximizing all of your social security options.

ORBA Wealth Advisors, LLC helps high-achieving individuals and families make and implement smart, confident, future-focused decisions about their wealth.

10/14/2022

Join Bryce Johnson, Vice President of Development at the American Endowment Foundation, in this complimentary hybrid in-person/virtual webinar as he discusses the benefits of donor-advised funds (DAFs), how donors can appreciate the significance of giving and how they can “hang on” to assets they have given away.

Join ORBA Wealth Advisors and guest speaker Bryce Johnson, Vice President of Development at the American Endowment Foundation, in this complimentary ORBA Wealth Advisors hybrid in-person/virtual webinar as he discusses the benefits of DAFs, how donors can appreciate the significance of giving and ho...

10/10/2022

The benefits behind donor-advised funds (DAFs) have made this tax strategy an attractive option for donors, particularly as donors receive an immediate tax deduction in exchange for their irrevocable contributions.

Join ORBA Wealth Advisors and guest speaker Bryce Johnson, Vice President of Development at the American Endowment Foundation, in this complimentary hybrid in-person/virtual webinar, as he discusses the benefits of DAFs, how donors can appreciate the significance of giving and how they can “hang on” to assets they have given away.

Join ORBA Wealth Advisors and guest speaker Bryce Johnson, Vice President of Development at the American Endowment Foundation, in this complimentary ORBA Wealth Advisors hybrid in-person/virtual webinar as he discusses the benefits of DAFs, how donors can appreciate the significance of giving and ho...

03/24/2022

Taxes are often one of the largest expenses faced by high net worth individuals and families. ORBA Wealth Advisors deliver proactive, tax-efficient strategies. Our solutions are designed to help you keep more of your hard-earned money working for you. Our income and transfer tax expertise is part of a holistic, integrated financial planning process that we call full-circle support.

Taxes are often the largest expense faced by high net worth individuals. ORBA Wealth Advisors deliver proactive, tax-managed strategies.

02/17/2022

Whether you are just starting out in your chosen career, approaching retirement, or somewhere in between, you work hard to be successful. The additional time required to master the complex financial, investment and tax issues that impact you can be overwhelming. Let ORBA Wealth Advisors guide you through these complexities and help you meet and exceed your financial goals.

The time required to master the financial, investment and tax issues that impact you can be overwhelming. Let ORBA Wealth Advisors guide you.

10/19/2021

Raise your glass! Join WorldChicago for a night of cocktails, cuisine and culture with A Toast to Twenty Years: A Celebration of Peggy Parfenoff's 20th Anniversary as President of WorldChicago.
https://bit.ly/WorldChicagotoastto20

10/07/2021

Join ORBA Wealth Advisors at WorldChicago's A Toast to Twenty Years event on October 20th at Carnivale Restaurant. ORBA Wealth Advisors is a proud sponsor of this amazing organization and event that helps bring the world to Chicago and Chicago to the world through citizen diplomacy. Get tickets at: https://bit.ly/WorldChicagotoastto20

09/30/2021

Raise your glass for A Toast to Twenty Years with WorldChicago, on October 20th at 5:30 p.m. at Carnivale in Chicago’s Fulton Market District. With festive food and drinks, this cocktail party will be a celebration of President Peggy Parfenoff’s twentieth-year leading WorldChicago.

To purchase tickets and learn more about the event visit: https://lnkd.in/gvzFgdPZ

ORBA Wealth Advisors is a proud sponsor of WorldChicago’s fall fundraiser.

Raise your glass! Join WorldChicago for a night of cocktails, cuisine, and culture as we celebrate President Peggy Parfenoff with A Toast to Twenty Years: A Celebrati...

09/30/2021

While there is no official comprehensive list of alternative investments, the common thread is that they fall outside of the traditional public equity and fixed income arenas. We provide an overview of the major types of alternative investments and the various roles they can play in a portfolio. We also describe some of the key risks and misperceptions associated with alternatives and our approach to using them in clients’ portfolios.
https://www.orbawealthadvisors.com/asset-class-in-focus-alternative-investments/

09/24/2021

It is very common for families of affluence to have competent professional advisors to help them manage their investments, their legal affairs and their business operations. So, if a family member is not planning on a career as the Chief Executive Officer or Chief Financial Officer of the family business, or not planning to manage his or her investments, then why do they need to be financially competent?

The answer to this question could determine the future of your family's prosperity. Even if they are not taking an active role in the family business, family members need to be able to manage their own household, be prepared to step into a more active role managing finances if circumstances change and have the financial literacy to ensure continuity of the family wealth.

Parents should be purposeful about educating children about financial matters, these are life skills regardless of your level of affluence.

09/24/2021

Raise your glass for A Toast to Twenty Years with WorldChicago on October 20th at 5:30 p.m. at Carnivale in Chicago’s Fulton Market District. With festive food and drinks, this cocktail party will be a celebration of President Peggy Parfenoff’s twentieth-year leading WorldChicago. worldchicago.org/events

ORBA Wealth Advisors is a proud sponsor of WorldChicago’s fall fundraiser.