WHO WE ARE
We are a dedicated team of professionals who are committed to educate our clients using a team approach. We carefully select strategic partners when developing each estate plan project. We carefully manage each case step by step, ensuring our clients receive excellent service.
WHAT WE DO
We leverage our years of industry experience to help our clients implement a comprehensive estate plan. One that is easy to understand and utilize when the needs arise. We partner with top estate planning law firms across Minnesota to create an estate plan that fits the specific needs of each family.
Our fulfillment comes from building trusted relationships that span generations. Our passion comes from helping our clients; managing estate projects does both of these. We establish trusted relationships with clients and their children . We are able to create a very intimate connection that last through many generations.
WHY WE DO IT
Providing peace of mind through
Comprehensive Estate Planning
In today’s environment, there is an ocean of complexity and constant change in market conditions, financial products, estate planning laws, and tax issues. These issues along with ever-changing family dynamics dramatically affect a family’s ability to grow and protect its wealth. The ripple effect of poor planning puts family assets at risk and leads to potential conflict and unnecessary expenses as wealth passes from one generation to the next. There is a constant challenge to coordinate the estate planning work done by a lawyer and the needed changes typically done by a different financial planner.
Our team understands that your family requires coordinated support which typically comes from having different advisers in the area of finance, legal, tax, health care and long term care. Our model provides a single point of contact to our client families by providing a team of industry professionals to address current and future needs.
THE FAMILY OFFICE
535 Central Ave,
Osseo, MN 55369