$1.9B Omaha private bank team joins Private Wealth. Meet the team here →

private wealth

Enter your new future

with a clear exit strategy.

Our experienced strategists ask the right questions to guide smart succession planning.

Peace of mind
for your next adventure.

Our advisors have successfully navigated every aspect of beginning, maintaining, and transitioning businesses. We know what it means to sacrifice for a business you love, and how hard it is to determine the best time to try something new. We’ve developed a thorough process to evaluate and guide you to the best path forward.


wealth planning

Corporate Goal Setting

Clarify your goals and priorities as you build a unique strategy for the future of your family
and business.

  • Focus on your key priorities
  • Plan for succession and transitions
  • Set targeted objectives and timelines
  • Map the pathways to reach your goals
wealth planning

Business Valuation Review

Know exactly where your business stands and arm yourself with information to better direct your overall wealth plan and future goals.

  • Assess current business valuation methodology
  • Review the details impacting business value
  • Incorporate valuation into your
    wealth strategy
wealth planning

Review of Transition Alternatives

Consider the options as you identify and explore business transition strategies.

  • Create a big picture view of the options
  • Assess the benefits and challenges
  • Make informed and educated decisions
  • Articulate a detailed plan of action
wealth planning

Proactive Tax Strategy Review

Identify opportunities for tax-efficiency in your business succession plan.

  • Explore tax mitigation strategies by planning ahead
  • Consider the tax impact of multiple exit strategies
  • Prioritize collaboration among key stakeholders when building a long-term strategy
wealth planning

Business Continuity Planning

Plan for the unexpected and build confidence that your hard work and legacy will continue on your terms.

  • Set boundaries and provide business continuity guidance
  • Review existing buy-sell agreements and identify potential gaps

Move Forward

with confidence and clarity.

Wendy Brekken

Meet our business transition specialist.

Wendy Brekken

President, Chief Wealth Planning Officer, Head of Business Transition Planning

Wendy Brekken has more than two decades of experience advising clients, the first 10 years as a practicing attorney and the last 10 as a wealth management professional. Throughout her career, Wendy has assisted many families navigate the complexity and emotion associated with the transition of a family business. In her experience, the most successful of those transfers, both financially and personally for the family, occurred with intention and planning. Wendy excels at understanding what is most important to her clients and strives to make complex strategies and concepts relevant and tangible. Wendy is a member of the Executive, Operations and Compliance Committees and chairs the Compensation Committee for Private Wealth.    

Getting started

Bring your financial vision to life.



We bring all stakeholders, family members, and trusted advisors together and get to know every piece of your world to prepare for a true partnership.



We customize a strategy to drive your investments, and future, into motion. Full transparency and hands-on team planning create the baseline for success.



We keep all of your trusted advisors in the loop, managing the day to day to deliver opportunities as they are researched and revealed.

Spend more time on the things that matter.