You want your fortune to endure. To grow. To be there for future generations of your family.
That is where our family office services experts excel. They help you manage, create and sustain your wealth on behalf of existing family members and for future generations. They use investment, business and asset transfer strategies to help you meet your financial objectives and maximize the return on your assets.
Our team will first collect a complete understanding of your family’s objectives and financial situation, then determine an appropriate asset allocation and investment management strategy. They also will ensure your assets, business and estate are properly protected, controlled and carefully monitored.
The greatest value of a family office is the coordination of various professional disciplines necessary to manage the financial affairs of a family.
With decades of experience, we deliver a tradition of personalized service to meet our clients’ complex financial needs. Our comprehensive financial solutions are designed to help you grow, preserve and manage your wealth.
For more information on Family Office Services
, contact Tory Meiborg
. He can be reached in Cedar Rapids at (319) 364-3041 or Iowa City at (319) 339-4884. Additionally, feel free to use our Contact Us