Position:

Vice President, Family Office - Minneapolis
 

Responsibilities

Christine has worked with financially successful families for more than two decades. As Vice President of Trust Point’s family office she engages client families in preserving and building assets across multiple generations. She advises and educates on the complexities that come from managing significant wealth to ensure finances and life goals are aligned with the family’s values. Christine acts as a dedicated advocate for families, working with other professional advisors and pulling from her diverse experience in estate planning, trust administration, investment management and philanthropic strategies.

Education

Certified Financial Planner Designation CFP®
Certified Financial Planner Board of Standards

Bachelor of Science, Accounting
St. Cloud State University St. Cloud, MN

Experience

Director of Personal Financial Services
Private Single Family Office Minnetonka, MN

Reinsurance Accountant
Northland Insurance Company St. Paul, MN


 

Contact Information

Phone Numbers:
800.658.9474
612.339.2343

Email: cschmidt@trustpointinc.com