Family Office

Family Office

We help generations of clients build, manage, preserve, and transition wealth. Each family hails from an unique legacy. We help our clients recognize what fiscal resources meant to their family members before them and how they can instill those concepts to the next generation. As an extension of their planning, we help our clients steward their wealth and pass on their legacy and values to the next generation.

We know your time is at a premium and that your daily challenges may include:

  • Lack of time
  • Endless paperwork
  • Trying to coordinate scattered assets and accounts
  • Constant solicitations
  • Challenges with keeping up on the latest trends
  • The overall cost and overhead of services
  • Having misallocation of assets
  • Concerns about financial risk

How The Mannen Financial Group can help relieve burdens of wealth:

  • Summarizing decisions that need to be made and implementing action items
  • Completing paperwork and executing decisions
  • Working with multiple generations and coordinating estate plans
  • Becoming your trusted advisor and acting as a gatekeeper
  • Providing sophisticated advice and coordinating with outside advisors
  • Leveraging resources of Wells Fargo while providing you with one dedicated team
  • Helping safeguard your assets with appropriate checks and balances
“We act as the extra family member who always has time to take your call and help out.”
- Elizabeth Mannen
We help generations of clients build, enjoy and distribute wealth.
Let’s talk about simplifying your administrative burden.
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals