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private wealth


you trust without sacrificing


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Multi-family office dedicated to delivering custom counsel to successful individuals and families.

A better approach to private wealth management

for St. Louis

St. Louis Team

Spend more time on things that matter.

Getting started is more straightforward than you think.

wealth planning

15+ years

Average Client Tenure

wealth planning

500+ years

Combined experience

27+ years

Average Partner Experience

Our Story

Advisor founded to better serve our clients.

Private Wealth was founded to deliver the best possible service for each and every client. Our advisors have an exceptional amount of experience and we have a deep bench to serve clients across the generations seamlessly. We built a better way that puts client interests ahead of all else.

Our Specializations

Vertical expertise for complex assets.

wealth planning


Consider every angle to protect and grow
your wealth

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Investment Management

Take control of your portfolio and leverage a better future

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Natural Resources

Investment strategy
to day-to-day management

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Endowments & Foundations

Investment management & outsourced CIO services

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Navigating all aspects of business ownership

Who We Serve

Managing and preserving wealth for

successful families.

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Comprehensive planning TAILORED TO FIT the unique needs of you and your family.

Preserving and growing your family legacy starts with granular planning.


We navigate the nuances of family dynamics with grace and respect. Every situation is unique and we invest the time to build empathy and trust.

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Circle of Services

As your wealth grows, so do the

intricacies of managing it.

Tracking every moving piece no longer takes all of your time. We work with your team to quarterback everything from a single point of contact.5
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Why private wealth?

Experience a higher level of dedicated service than what large institutions can provide.

Our client-centric model prioritizes you above all else. Your dedicated team is easily accessible at all times—and provides the agility needed to increase efficiency and performance.


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hanging with grandson
wealth planning

Financial asset strategy and management for
successful families.

Timothy Durbin

Partner, Managing Director

Years of Experience: 21 years

Educational Background:

  • St. Louis University, BA Psychology

Other Notable Information:

  • As an active member of his community, Timothy was a long-time board Chairman of the Chamber Music Society of St. Louis and previously served as president of the Rotary Club of Clayton-Ladue. 
  • Timothy and his wife have four children and enjoy spending time coaching and cheering at sporting activities.

Jeffrey Steiner

Partner, Senior Portfolio Manager

Years of Experience: 30 years

Educational Background:

  • University of Illinois, MBA
  • Texas A&M University, BA in Finance
  • Sauk Valley Junior College, Associate Degree in Engineering

Other Notable Information:

  • Jeffrey focuses on helping clients understand their investments and how they support their plans for the future.
  • From seniors to grandchildren and any age in between, he works with a variety of clients to help them successfully manage their investments. He also works with the Foundations and Endowments team regularly to meet his clients’ goals. 
  • Jeffrey is a proud member of the board of directors for the Girl Scouts of Eastern Missouri and currently sits on their finance committee.
  • He spent 3 years in the United States Army and 5 years in the United States Army Reserves.
  • He has been married for 27 years and has three children.