About us

The Minneapolis team has been defining the family office experience since 2015 and is proud to support families in the Twin Cities with comprehensive wealth management services. Our team, which includes CFP® Professionals, offers tailored, professional guidance to a diverse range of clients, including ultra-high-net-worth families and local executives with highly concentrated stock positions.
We’ve got a time-tested track record of helping ultra-high net worth clients navigate the complexities of intergenerational wealth. We help simplify their financial picture while always respecting the unique dynamics of each situation. We’ve helped many families achieve their life plans, not just their financial goals
We excel in working with local executives who have highly concentrated stock positions, providing tailored strategies to help manage and diversify their portfolios effectively.
We are dedicated to serving entrepreneurs by offering comprehensive financial planning and investment strategies tailored to their unique needs and goals.

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