Family Office

Financial Group Builds Family Office

Editorial Staff 1 April 2019

Financial Group Builds Family Office

The Bloomington, MN-based firm has created a family office division.

Boeckermann Grafstrom & Mayer, the Minnesota-based financial service firm, has created a family offices services group, targeting families, executives, entertainers and professional athletes.

The new team comprises CPAs, wealth advisors, trust and financial advisors, attorneys, and insurance specialists. On staff is a full-time lifestyle and family management advisor to assist clients in handling various issues.

“Offering this service allows us to simplify our clients’ lives by servicing a variety of their needs all under one roof.  Everything from asset tracking, contract reviews, and bill pay, to name a few, to lifestyle and family management services, such as property management, appointment setting, and travel research. We can handle all of it so that clients can focus on what is most important to them,” Dane Boeckermann, said.

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