George Kawasaki is a managing director for the Private Wealth division and senior partner of Blue Trust.

As managing director, George oversees the day-to-day operations, growth, and expansion of the office in Chicago, Illinois. In addition to his leadership role, George works with individuals, families, and businesses, using his objective perspective to help them make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help clients focus on the things that matter most to them. George and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining the company, George worked as a senior manager with Kraft Foods, where his strategic planning responsibilities included developing and managing joint ventures, licensing agreements, and acquisitions. He also served as a senior auditor with Deloitte auditing Fortune 100 companies, nonprofit organizations, and banks.

George earned his MBA from Northwestern University’s J.L. Kellogg School of Management and his BS in accounting from the University of Illinois, graduating cum laude.

Active in his community, George is a member of the American Institute of Certified Public Accountants.

George and his wife, Jane, live in Northbrook, Illinois and have three children.

Testimonials

 
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For over 20 years, the Chicago office of Blue Trust led by George Kawasaki and his impressive team has provided us with the financial advice that honors our conviction that we are held accountable for being good stewards of the resources that God has provided. Their interest goes beyond “the numbers” of responsible investment and retirement planning, reflecting their commitment and interest in our personal and spiritual well-being as well. We are blessed to have had this long-standing relationship!

Peach and Ted P.Aurora, IL

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As a result of working with Blue Trust, we have had the blessing of serving others and being the hands and feet of Jesus without the burden of detailed financial management. God has allowed us to support various ministries, time to minister to our adult children and grandchildren, serve internationally and locally on short-term missions teaching Crown and building relationships to share our faith and make disciples.

Rosario & Karen S.Wisconsin Dells, WI

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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