Simplify Wealth Llc

Description

• Simplify Wealth provides a unique service that addresses a missing component in coordinating & simplifying wealth. We provide focused, independent, family office services. The personal wealth accumulated by affluent individuals & families enriches their lives in many ways, but also leads to financial complexity that comes with a heavy administrative burden. Seeking to ease the burden of navigating through countless details, these individuals and families enlist the help of many professional advisors. These advisors each provide immense value in their distinct areas of expertise, yet no single advisor has the sole focus of acting as quarterback over the entire process. The Simplify Wealth team partners with both the client & their professional advisors, building efficient processes that add value to everyone on the client service team. WHERE WE ADD VALUE As Personal CFO, we help current and former business owners/executives manage the complexities of personal wealth created through professional efforts. As Family CFO, we assist our clients and their professional advisors with the many moving parts involved with managing communication among multiple generations within a family. Our Financial Transition Consulting services assist clients during times of significant financial change, such as divorce, death of a family member, or the sale of a business. We provide Concierge / Personal Assistant services to clients. This unique complement to the financial services we provide adds value by giving clients the gift of time to spend on things they truly enjoy.
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  Headquarters: , Wayzata, Minnesota, United States

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  Phone Number:

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  Website: https://www.simplify-wealth.com

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  Employees:11

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  Revenue:$1 - 10M

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  Legal Name:Simplify Wealth Llc

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• |  NAICS Code: 523110  |

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