St. Louis’ Only Wells Fargo Advisors Family Office
Ultra-high net worth families share a common trait:
They think in terms of generations, not years.
If you want to help set your loved ones up for sustained financial success,
you need a roadmap that thinks just as long term.
Mannen Financial Group is the only Wells Fargo Advisors family office dedicated
to multi-generational investment planning based in St. Louis.
Our expertise can help make a defining difference in providing the
guidance you need to create and protect value, every day.
Multi-Faceted Services for Multi-Generational Success
When you work with us, you will receive tailored services to support your family in multiple ways:
Trusts and Estate Planning Strategies
to minimize your tax burden
Liquidity Management
to fund your short-term needs while having reserves for investing opportunities
Scheduled Financial Reporting
and Planning
to help optimize your odds of long-term financial viability
Family and Business History
to help your household discover, understand and share its distinct family identity, cultural roots and values across multiple generations as a way to shape current and future wealth plans
Family Dynamics, Education and Governance
to advise communication approaches for helping engage rising generations of wealth stewardship, as well as decision-making strategies for the evolution of the family business
Life Insurance Review & Analysis
to care for your loved ones should you pass or become incapacitated
Loan Administration
with a focus on minimizing interest rates to manage your debt and liabilities in the most cost-efficient manner
Legacy Planning
whether personal, philanthropic or both, in ways that reflect your personal priorities
Elder Care Advice
to cushion potentially significant healthcare costs while also providing emotional and psychological support for your loved ones
Strategic Philanthropy
to advance your social impact goals by engaging multi-generational ideas, interests and participation as part of an aligned family education and giving strategy
How Is A Family Office Different?
Put simply, family offices provide a team of experts from differing industries, from investing and real estate to business succession and family education. We believe this unified front delivers many benefits including:
• Comprehensive wealth management that may surpass the ability of one financial advisor
• Experience dealing with ultra-high net worth households and their distinct needs, goals and challenges
• Access to tailor-made strategies created through extensive resources to help accomplish personal objectives, prosperity and perpetuity
• An extensive network to help handle manage or organize lifestyles