Midwest Team

A Better Approach to Private Wealth Management

for Iowa

We are your family office that’s committed to providing expert counsel exclusively to families and institutions.

Who We Are

Local Partners Intensely Focused on Your Success

Our privately held, independent wealth management and planning consulting firm serves as a multi-family office to successful business owners, families with generational wealth, people with unique or complex financial situations, and wealth creators who are in need of sound financial planning.

Services

Estate Planning

Legacy Planning and Multi-Generational Wealth Transfers

Lifestyle and Cash Flow Planning

Pre-Sale and Business Transition Planning

Intentional Philanthropy and Gifting

Custom Portfolio Management

Tax-Aware Investing

Comprehensive Risk Management

Banking and Liquidity Management

True independence and fiduciary advice serve as the foundation for our body of work and through this, we help our clients avoid the potential unintended consequences of critical wealth decisions. Navigating the world of financial, legal, tax and risk management is challenging for many families, but we built our firm around being solution-agnostic and bringing the right team to the table when these opportunities arise.