Stillwater, MN

For centuries, wealthy individuals and their families have established a family office to help coordinate and manage the various aspects of their complex financial lives.

The family office business model provides for effective intergenerational planning, greater asset control and flexibility, a higher degree of coordination among legal, tax, charitable, and administrative duties, lower administrative costs, and the subsequent reduction in conflicts of interest. At Dakota, our unique value proposition is to restore the highly regarded philosophy of the traditional family investment counseling office and to offer this valuable service to those individuals and families not in a position to establish their own. Our role is to work as our clients’ advocate in concert with all other family professional advisors to streamline the administration of their assets and estates. We act as both fiduciary as well as their financial advocate. In doing so:

• We provide timely, proactive, and appropriate investment counsel.
• We maintain complete objectivity in the design and implementation of our clients’ portfolios.
• We integrate our clients’ investment management and financial planning services with their other professional, legal, and tax matters.
• We develop a mutually beneficial, long-term relationship with our clients and their families.
• We challenge ourselves and our clients to continue seeking solutions to complex and changing investment, related tax, and estate planning issues.
• Our fee structure is simple, fair, transparent, and only based on the assets Dakota actively manages.

Contact Us

Dakota Wealth Management

423 South Main Street, Suite #E1

Stillwater, MN 55082

Phone: (651) 275-9380