Consulting and advising are at the heart of everything we do. Our clients use us in much the same way as a family office, without the overhead expenses. We provide a wide range of expertise and experience to create successful wealth management and family office services.
High-net-worth families’ goals – and their challenges – are the kind that historically have led to the formation of “family offices,” in which financial managers, attorneys, and other professionals are employed solely to look after the affairs of a single family. Our wealth management and family office solutions are built specially for a private division of high-net-worth individuals and families, whose complex financial needs demand proven, personalized solutions. At Trust Point, you’re more than just a client, you’re family.
-John Doe | Minneapolis
-John Doe | Minneapolis
Welcome to the Trust Point family.
We’re conscious of the fact that every individual and family with a high-net-worth is in a unique financial situation - meaning the posed challenges are unique. We’re dedicated to developing long-term relationships with our clients to not only meet your financial goals, but your life goals, as well. No matter how complex your portfolio is, we’ll provide our experience and expertise to propose sophisticated, personalized wealth management services.
Family Office Services
Managing wealth can be a time-consuming and stressful process. Trust Point is here to make it easier for you. To plan a future in which your family’s wealth grows, this practice is crucial. As the premier leader in wealth management services, our team will help you plan properly so you can focus less on finances and more on living your life.
What We Do
Trust Point has been providing our clients with premier wealth management services for more than 100 years. Trust Point was founded with strong Midwestern work ethic and independent ideals, placed at the forefront of everything we do. Since our modest start in 1913, we’ve grown to incorporate many financial services under our name, from wealth management to asset allocation to retirement planning and more. While we’ve grown to serve clients in more than 45 states, we’ve never forgotten those humble beginnings and the same ideals that keep us thriving today.
Interested in learning more about our wealth management services. We'd love to talk
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Wealth management combines both financial planning and specialized financial services, including personal retail banking services, estate planning, legal and tax advice, and investment management services. The goal of wealth management is to sustain and grow long-term wealth.
Asset management is related to the management of assets and investments such as stocks, bonds, real estate and more. Wealth management is broader in perspective and includes asset management services, investment management, real estate management, tax planning etc.
An advisor who specializes in wealth management can offer expert insight to help you identify market opportunities to preserve and grow your wealth.
To get started, reach out one of Trust Point’s dedicated service representatives today. You can fill out a form on our contact page or give us a call at 1-800-658-9474.