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 investment plans
  • Becoming your trusted advisor and acting as a gatekeeper
  • Providing sophisticated advice and coordinating with outside advisors
  • Leveraging resources of Wells Fargo & Company while providing you with one dedicated team
  • Developing strategies to help families safeguard their 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 Berges, Managing Director – Investments, Mannen Financial Group of Wells Fargo Advisors
Let’s talk about simplifying your administrative burden.