Family Offices and Institutions

Your Focus is Growth.
We’ll Handle the Strategy.

Larson Financial’s experts will walk you through the complex tax and legal environments and develop the best financial strategy that fits your unique dreams and goals.   

Illustration of 2 buildings

At Larson, when we think of building wealth for our clients, we’re not just thinking a few years down the road, we’re thinking of building wealth for multiple future generations.  Our desire is to work alongside our clients and educate them on what it means to truly leave a legacy. As more and more of our clients are gaining wealth and becoming more affluent, there is a responsibility to manage these accounts with the utmost care. 

It goes much deeper than financial planning, as there are many components to ensuring a high-net worth portfolio is given the professional attention it deserves by offering more advanced solutions. Traditionally, Family Offices have become a mainstay in serving these families.

We’re here to help

At  Larson, we’ve been providing solutions for managers of family offices through our network of accountants, attorneys, wealth managers, insurance agents and private equity managing directors.  We are an extension for you as you seek to preserve and grow your family’s net worth.

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