When is Enough Really Enough? 5 Strategies to Create a Transition Plan
Sharon Olson was recently featured on the podcast, Poised for Exit, hosted by Julie Keyes. The podcast features business owners and professionals who discuss topics, experiences, and lessons relevant to small businesses with actional steps. During her episode, Sharon talks about how she got her start as an entrepreneur at the ripe old age of
Family Office Services for Women: What Female Executives and Business Owners Should Expect
In this Forbes article, Olson Wealth Group President Sharon Olson, CFP®, CEPA shares her perspective on how and why family offices can and should cater to the unique needs of women. Read the Full Article Here
Think You Don’t Need a Trust? Five Reasons You May be Wrong
We are proud to share Sharon Olson’s recent article featured in the Minneapolis Business Journal. Read Article Here
Why Women Need To Plan for Retirement Differently Than Men
We are proud to share that Nicole Scanlon was recently quoted in the article below from GoBankingRate. Read Article Here
We are proud to share the following article, recently published in the Minneapolis / St. Paul Business Journal Leadership Trust. Read the full article here
Forbes: Business Owners And Entrepreneurs: Four Steps To Navigate The Impact Of Sudden Wealth
In this Forbes article, Olson Wealth Group President Sharon Olson, CFP®, CEPA shares her perspective on how and why multi-family offices can help clients, particularly women and first-generation wealth creators, navigate the complexities of sudden wealth. For many business owners, the path to success involves relentless hard work, plowing their profits back into the business,
Forbes: 15 Ways Retiring Business Owners Can Protect Themselves And Their Families
We are pleased to share that our founder, Sharon Olson, was quoted in Forbes about how retiring business owners can help protect themselves and their families by working with a family office to coordinate their financial affairs and manage liquidity. “The sale of a business can present retirement challenges to business owners and their families.
The Business Journals: 13 strategies leaders can adopt to become more resilient
We are proud to share the following article recently published in The Business Journals. Read the Full Article Here
Forbes: Family Office Services For Women: What Female Executives And Business Owners Should Expect
We are proud to share the following article recently published in Forbes Magazine. Read the Full Article Here
We are proud to announce that Nicole was recently named as a Top Women in Finance for 2021 by Finance & Commerce Magazine. This Minnesota- based magazine recognizes women who are making an impact not only in their professions but also in their communities. You can read more here.