How high-achieving leaders can manage, sustain and grow wealth with a family office

Minneapolis / St. Paul Business Journal Leadership Trust

By Sharon Olson, President, CFP and Nicole Scanlon, Managing Director, Family Wealth
Sustaining and managing the family balance sheet and growing and protecting family wealth has its challenges. For that reason, even with a high level of self-efficacy, high-performing leaders often delegate the complexity of coordinating and orchestrating their family’s finances to experts who understand their needs and preferences. They seek to manage potential risk and missed opportunities while pursuing growth within a customizable platform. A single or multifamily office can deliver acuity and formalized guidance on a diverse range of financial, estate, accounting and personal family needs. Read More… 


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