NorthRock Partners is an wealth advisory firm that provides integrated financial services to affluent and emerging affluent clients. The firm specializes in wealth management, tax preparation, estate planning, and caters to the specific needs of executives, business owners, athletes, entertainers, and family offices. Services Offered: - Wealth Management: Investment strategy, global asset allocation, and complete asset management. - Tax Services: Comprehensive tax planning, investment tax strategies, and trust and estate services. - Estate Planning: Business succession planning, legal document review, and trust management. - Corporate Executive Planning: Executive compensation planning, tax preparation, employer benefits, and contract negotiation. - Athletes & Entertainers: Financial management, banking, bill payment, branding, contract support, and concierge services. - Business Owners & Entrepreneurs: Business plan review, payroll, HR support, bookkeeping, and succession planning. - Charitable Giving: Foundation management, compliance oversight, giving strategies, and international grantmaking. - Family Office Support: Staffing, payroll, HR, and property management. - Tax Preparation & Advice: Comprehensive tax preparation, deduction planning, and small business consulting. - Investments: Investment strategy, complete asset management, and due diligence. - Financial Advice: Banking and bill payment, tax management, insurance planning, and employer benefits planning.
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NorthRock Partners is a multi family office (mfo) based in Minneapolis, United States, managing approximately $4.2B in assets.
NorthRock Partners is headquartered in Minneapolis, United States.
NorthRock Partners manages approximately $4.2B in assets under management.
NorthRock Partners was founded in 2010.
NorthRock Partners focuses on IPOs, Joint Venture/Partner, Listed Equities, Philanthropy, Banking, Commercial & Professional Services, Finance, Financial Services.
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