Our colleague Kirstin Havnaer is featured in our video about Ferguson Wellman's private family office: Octavia Group. As team lead, she shares the scope of our offerings and some life events that have prompted clients to hire Octavia Group. Our family-office solutions include a range of services, from expense management and tech support to collaboration with clients’ tax professionals and estate planning attorneys. This January, our minimum for assets managed by the firm in order to engage our family office services will move from $5 million to $10 million.
Octavia Group: Ferguson Wellman's Private Family Office