North Star’s Family Wealth Service

A COORDINATED APPROACH FOR FAMILIES OF PURPOSE

A SERVICE MODEL FOR THE HIGHLY SUCCESSFUL

Expect more for your legacy

You’ve taken a purposeful approach to your life and your career to build the wealth you have today. Now your attention is focused on transitioning your hard work into a vision and legacy for your family.

Building a life of significance doesn’t happen by accident.

You need diverse yet coordinated investment management that is tax-aware and growth-inclined.

You need refined and highly catered risk management techniques.

You need to align your finances with your family ethics and values.

A trusted family wealth advisor can help you navigate your unique concerns, offer objective and creative solutions, drive vision-based conversations across generations, and provide boutique service and access.

North Star’s Family Wealth Service is designed with the sophisticated needs of wealthy families in mind, and we have the expertise to deliver.

WHAT’S NEXT FOR YOUR FINANCIAL EXPERIENCE

You’re not most people.

You’ve been intentional about increasing your income and are financially well-positioned.

You’re the trailblazer taking risks few were willing to take and elevating your wealth above the majority—have you reached your fullest potential?

NOW IT’S TIME TO COORDINATE YOUR FINANCIAL EXPERIENCE BEYOND EXCELLENCE TOWARD EXPONENTIAL IMPACT.

This is a hypothetical example for illustrative purposes only. Past performance is not indicative of future results. Assumes similar market growth. Assumes no distributions at the end of the life cycle.

VISIONARY

Very few create EXPONENTIAL IMPACT

Integrate financial strategies to maximize wealth
Experience a lifetime of financial independence
Afford and access advanced options that build generations of purpose through a formalized process

TRAILBLAZER

Few experience financial EXCELLENCE

Drive change in an organization or build one from the ground up
Create opportunities for those outside their household

INVESTOR

Some develop a financial STRATEGY

Invest in personalized portfolios
Fund retirement and other life goals

SAVER

Many establish financial SECURITY

Enjoy money and the opportunities it provides
Save for the future

SURVIVOR

Most strive to maintain financial STABILITY

Cover basic needs and bills each month
Pay off debts to get out of negative net worth

AN ELEVATED APPROACH

Step back from the minutia with confidence your wealth solutions are aligned and implemented through your advisor.

EXCLUSIVE WEALTH STRATEGIES

We take advantage of cross-category strategies and vehicles to make your money work for you and your legacy.

ABOUT NORTH STAR

North Star is an independent wealth management firm preserving your deeply held values in every aspect of financial management.

What's next for your financial experience?

Contact

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