“Clients see Eastgate as their family office. We assembled a team of seasoned professionals to help clients in all aspects of their financial lives, from their estate plan goals to tax planning and investments,” says John O’Malley, a registered investment advisor, who founded Eastgate Capital Advisors LLC to focus on multi-generational stability, bringing his years of experience in estate planning, institutional asset management, family office services, and tax planning together to help families manage their comprehensive financial picture. “Many clients are highly focused professionals whose time is best spent on their primary business interests and family,” explains O’Malley, who earned his JD from Vanderbilt University and BBA in Finance from Loyola University. He is also licensed to practice law in Illinois and admitted to practice in the Federal District Court and U.S. Supreme Court. A fourth generation North Shore resident who has been married to wife, Felicia, for 30 years, raising three children together, O’Malley knows how important it is to listen to his clients. “Our goal is to understand our client’s unique situation and become partners working toward family goals and working through complex financial matters to optimize the result for the family,” he explains. “Recently, a client slammed her hand on the conference room table and exclaimed ‘I just realized that you’re not selling me any products! You’re giving me peace of mind!’” For O’Malley, whose father established the trust department at what was then the 1st National Bank of Winnetka in 1969, that’s the best compliment he could receive. “I like to say we light a path to a secure future.”

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