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 offer comprehensive wealth management through a family office-like structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
Minneapolis
Minneapolis
Minneapolis Offices Fast Facts & Specialties
- 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.
Meet Our Talented Advisors
Our team is deeply embedded in the Minneapolis community and specializes in areas relevant to local residents.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Volunteering for Interfaith Outreach & Community Partners
Our team had the privilege of volunteering at Interfaith Outreach & Community Partners sorting donated clothes for their Resale Select store. Resale volunteers help IOCP clients meet their basic need of clothing – men, women, and children of all ages.
Nancy Hughes, CFP®, featured panelist for Portfolio Summits
Nancy Hughes, CFP, recently spoke on a panel for Portfolio Summits discussing women in wealth. Nancy is a 25-year financial services veteran and continues to raise the bar for wealth management through meaningful client relationships.
St. Paul Saints Baseball Outing
We enjoyed a day at the ballpark with the St. Paul Saints last week! Looking forward to our next team outing!
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