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A Partner for Your Most Complex
Financial Decisions
Built for Complexity. Focused on Legacy.
Larson Financial is a fully integrated family office, built for ultra-affluent families navigating complex financial lives. We serve as your family’s central hub: coordinating all aspects of wealth, tax, legal, business, and legacy planning with clarity, discretion, and purpose.
We deliver elite, multidisciplinary expertise under one roof, aligning every facet of your financial life into a single, customized solution.
“We built Larson for families who think in generations, not quarters.”
-Paul Larson, Founder and CEO, Larson Financial
What is a Family Office?
A family office is your centralized financial partner handling all aspects of wealth management for ultra-high-net-worth families and individuals.
While many families create a family office themselves, we provide this full experience without the overhead so you can access the benefits without the operational burden.
Why Families Choose Us
- A unified strategy across every facet of their financial lives
- Direct access to seasoned advisors and firm leadership
- Multigenerational planning with purpose and personalization
- Investment solutions aligned with your goals, not institutional agendas
- Strategic discretion and white-glove relationship management
Solutions for your Complex Needs
OUR FIDUCIARY STATUS
A Partner for Your
Best Interests
Unlike brokers or advisors held to a lower standard, fiduciaries are legally and ethically bound to act in your best interest. That means no hidden agendas, no commissions swaying decisions—just transparent, personalized strategies aligned with your goals with direct access to decision-makers like Paul Larson.
OUR BUSINESS PHILOSOPHY
One-Stop Shop
You don’t have time for scattered advice or uncoordinated strategies. When your tax planning, legacy design, alternative investments, insurance, and wealth management all live under one roof, every move is strategic and synchronized. No conflicting advice. No missed opportunities. Just a unified approach designed to grow, protect, and transfer your wealth with precision and purpose. Elite expertise, all under one roof, delivering the strategic clarity your family deserves.
Wealth at this level requires more than management: it demands mastery.
What Sets Larson Apart?
We bring elite, multidisciplinary expertise under one roof to build, protect, and transfer generational wealth. We offer a single-source solution for your complex financial world — one trusted partner coordinating every aspect of your wealth.
Investment Strategy & Portfolio Construction
- Handcrafted portfolio design tailored to your family’s long-term goals
- Access to private equity, private credit, and direct real estate deals through Larson Capital Management, without added layers of fees
- Exposure to alternative investments like 1031 exchanges, 721 UPREITs, Opportunity Zones, and private placements
Advanced Tax Planning & In-House CPA Services
- Full-service in-house tax filing or seamless collaboration with your preferred CPA
- Sophisticated tax mitigation strategies including Roth conversions, tax-loss harvesting, and entity structuring
- Expertise in business owner, M&A, and cross-border tax strategies
Estate Planning & Wealth Transfer
- Advisors and CPAs experienced in GRATs, dynasty trusts, and complex legacy structures
- Strategies to minimize estate and gift taxes while ensuring seamless generational transitions
- Family governance, education, and succession planning to preserve values alongside wealth
Philanthropic & Purpose-Driven Planning
- Structuring and management of private foundations and donor-advised funds
- Legacy giving plans aligned with your family’s mission and values
- Tax-efficient charitable strategies that leave lasting impact
Business & Liquidity Event Advisory
- Succession planning for family-owned and closely held businesses
- M&A readiness, recapitalization, and liquidity event optimization
- Strategic protection and monetization of complex or specialized assets
Concierge-Level Family Office Oversight
- Personalized relationship management with a dedicated advisory team
- Consolidated reporting and holistic financial oversight
- One strategy, one team, integrated across legal, tax, investment, and philanthropic disciplines
Let’s Build Something Extraordinary Together
Our advisors bring more than credentials. They’ve built businesses, advised on foundations, managed complex liquidity events, and sat on boards. This is not templated advice: we offer a strategic partnership from those who understand what’s at stake.
For families who think in generations, not quarters, we invite you to experience the Larson difference.