Full-Service Wealth Platform
Resource Partner
Working in partnership with Jakob's, Private Wealth Solutions Team, for the highest-net-worth clients, we offer intelligently personalized® services in collaboration with your advisor to support you with the more complex issues you face when your investable assets exceed $10 million.
Goldman Sachs Asset Management (GSAM), the investment division of The Goldman Sachs Group, offers asset management strategies worldwide to institutional and individual clients. Founded in 1988, GSAM leverages Goldman Sachs' extensive global reach and expertise to serve diverse clients.
City National Rochdale specializes in intelligently personalized portfolio management for ultra-high-net-worth individuals, families and institutions with more than $10 million in investible assets. Your portfolio manager oversees every strategic decision, building your portfolios through detailed efforts to understand and define specific investment goals, cash flow needs, tax sensitivities, and risk tolerances.
With comprehensive insights, proprietary research, a broad investment lineup, and extensive practice management resources, Fidelity InstitutionalSM stands ready to help you — on your terms.
As the largest provider of actively managed ETFs in the industry, First Trust was built on the core principles of transparency, long-term investing, disciplined investing, rebalancing and controlling taxes.
Internal Partners
Services
Last Will & Testament
Revocable Living Trust
Healthcare Directives
Financial Power of Attorney
Rights of Guardianship
Community Partners
Work with one of our Local Partners or we can work with your Estate Planner of choice
Services
Asset Protection
Estate Planning
Probate & Trust Administration
Business Formations
In 1928 we opened our doors as part of the Midway National Bank of St. Paul, Minnesota. For a century we’ve executed trusts for thousands of individuals and families, including many fourth-generation descendants of our original clients.
Services
- Regular and discretionary distributions
- Principal and income accounting
- Bill paying
- Regular formal reviews
- Consolidated statements of account assets and transactions, tax information and record keeping, trust tax preparation
- Collection and reinvestment of income
- Management of real estate and other assets
- Retitling assets, asset valuation, custody and
safekeeping of assets
Founded by a team of regulatory specialists and technology trailblazers, Harbor Compliance is a leading provider of compliance solutions for organizations of all types and sizes. Since 2012, we have helped more than 40,000 clients apply for, secure, and maintain entity, licensing, and tax compliance across all industries.
Features
Reporting to Comply with the Corporate Transparency Act
Assist clients with mandatory beneficial ownership information reporting by having Harbor Compliance prepare and submit the filings for them. The annual fee includes up to four initial, updated and corrected reports per year, and clients enjoy the benefit of simple, secure online information collection, automated notifications and filing support.
Reliable Business Documentation
From business formations and DBA management to mergers, withdrawals and dissolutions, provide a way for clients to manage the full range of secretary of state filings necessary for every stage in their business.
Multistate Compliance Solutions
Reduce risks related to licensing lapses. Stay on top of general business licenses, tax registrations and other corporate records to ensure their company remains in good standing.
Simple, Secure Compliance Software
Harbor's proprietary software organizes licenses, registrations and records in a single user-friendly portal, clients can save time researching, tracking and filing. All information is securely managed in a SOC-2-compliant data center.
Fast In-Person Support
In addition to a dedicated support team, nationwide offices allow for expedited filings and document retrievals so deadlines won't be missed.
Goldman Sachs Private Bank Select® is a securities-based lending solution that uses diversified, non-retirement investment assets as collateral for a client's loan, providing a revolving line of credit that can be borrowed, repaid and re-borrowed as needed. The solution provides immediate and ongoing access to liquidity, combined with an expedited processing time and high-tech, high-touch service
As a global leader in real estate investing, Blackstone seeks to generate attractive returns for investors in various environments, and to make a positive impact on the communities in which they invest.
With more than 45 years of experience, CNL Financial Group began as one of the original players in the non-traded real estate investment trust industry, and also now provides CNL Long-term Private Capital®
Cottonwood is a fully integrated real estate company focused on multifamily acquisitions, ownership, development and structured investments in major metropolitan markets throughout the U.S.
SmartStop focuses on growth-oriented self-storage development, redevelopment and lease-up opportunities.
Founded in 2004, Prospect Capital Corporation is a leading provider of debt and private equity to middle market companies in the United States, with experience across multiple lending strategies, industries, and economic investing cycles.
MDS's investment objectives include drilling and development activities for establishing primary long-life natural gas and secondary crude oil reserves. The drilling program's structure is intended to result in tax benefits, consisting principally of deductions for intangible drilling costs, depletion and depreciation.