MINNESOTA

MINNESOTA FAMILY OFFICES

We’ve put together a list of 11 Family Offices located in the state of Minnesota. Simply select any Minnesota Family Office from the list below, and you’ll be directed to their website for more details and additional information.

  1. CHERRY TREE WEALTH MANAGEMENT LLC – Address: 301 Carlson Parkway, #103 Minnetonka, MN 55305 Phone: (952) 253-6024 Email:cherrytreewealth@cherrytree.com
  2. GREEN WEALTH MANAGEMENT GROUP – Address: 701 East Lake Street, Suite 200
    Wayzata, MN 55391 (952) 473-4070 FAX: (952) 473-4069 Email:info@greenwmg.com
  3. HUNTER TRUST LLC – Address: 80 S 8th St #4924, Minneapolis, MN 55402 Email:info@huntertrust.com
  4. JNBA FINANCIAL ADVISORS INC – Address: 8500 Normandale Lake Blvd., Suite 450
    Minneapolis, MN 55437 Phone: (952) 844-0995
  5. LAKE HARRIET CAPITAL – Address: 222 South 9th Street, Minneapolis, MN, 55402 (612) 913-4949 Email:info@lakeharrietcapital.com
  6. MERISTEM CRESSET – Address: 701 Carlson Parkway, Suite 1400 Minnetonka, MN  55305 Phone: (952) 835-2577
  7. OKABENA COMPANY & OKABENA INVESTMENT SERVICES INC      – Address: 4200 IDS Center, 80 South Eighth Street, Minneapolis, MN 55402-4523 Phone: (612) 339-7151 FAX: (612) 339-6523 Email: info@okabena.com
  8. RBC WEALTH MANAGEMENT – Phone: (800) 759-4029 or (800) 933-9946 Email:clientsupport@rbc.com
  9. SAWMILL PRIVATE MANAGEMENT – Address: 730 Second Avenue South, Suite 1400, Minneapolis, MN 55402 Phone: (612) 752-1770
  10. WAYPOINT CAPITAL ADVISORS LLC – Address: 600 South Highway 169
    Suite 1945 Minneapolis, MN 55426 Phone: (612) 438-2470
  11. WHITE OAKS WEALTH ADVISORS INC – Address: 5500 Wayzata Boulevard
    Suite 1035, Minneapolis, MN 55416 Phone: (612) 455-6900 FAX: (612) 455-6901