Saratoga Fiduciary Services delivers expertise, informed advice, timely service and personal understanding, built on a foundation of decades of experience administering and managing over $2 billion in assets for individuals, families and charitable trusts. Thru the personalized application of independent thinking and client-focused administration, we are able to deliver the service, trust and confidence our clients deserve and offer individualized service to family relationships from wealth creation to growth to preservation to transfer.

Founding member Howard Tatar is a graduate of Northern Illinois University (B.S. in Finance) and Chicago-Kent College of Law (J.D.), where he was Editor of The Kent Commentator. His professional career, prior to founding Saratoga Fiduciary Services, was spent at Bank of America (previously Continental Illinois Bank) and NorStates Bank, where he managed the Personal Trust Administration divisions for each, as well as administering the largest set of personal trust accounts (by market value) at each institution.

He has been a guest speaker at numerous trust, investment and wealth management forums across the United States and Puerto Rico, including: Breaking Out and Letting Go: Inter-Generational Wealth Transfer Strategies (Bank of America Business Forum-Tucson, Arizona), Sex, Lies and The $1 Million Exemption or Honey, I Shrunk The Estate Tax (Bank of America Business Forum- Fajardo, Puerto Rico), Wealth Preservation Planning (Rudnick & Wolfe Client Seminar-Chicago, Illinois), The Business of Family Businesses: Successful Successions (Blackman, Kallick, Bartelstein Client Seminar- Chicago, Illinois), Maximizing Value For Future Generations (Business Journal Seminar- St. Louis, Missouri), On Matters of Investment Risk (Lake County Contractors Association Annual Meeting- Grayslake, Illinois).

Howard has also been a guest lecturer for the John Marshall Law School Elder Law Curriculum, as well as having served on the Board of Advisors for BDC Venture Capital Fund, Lehigh University Discovery Center, Midwest Chapter of the Union of American Hebrew Congregations and the Chicago Jewish Hospice Association. His volunteer work also includes conducting mock job interview skills workshops for The Safer Foundation in Chicago.

He resides in Highland Park, where he was a co-recipient with his wife of the annual City of Highland Park Mayor’s Award for the Arts.