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.
We are proud to share the following article recently published in the Minneapolis St. Paul Business Journal. Read the Full Article Here
Business Journals/Leadership Trust
We’d like to share the following articles where Sharon Olson was quoted: Business Journals Leadership Trust Profile
Forbes: How A Family Office Can Uncover Goals With A Family Meeting
We are proud to share the following article recently published in Forbes Magazine. Read the Full Article Here
Plan Adviser: Women Face $1.1M Lifetime Salary Shortfall
We are proud to share the following article recently published in Plan Adviser Magazine. Read More Here