Octavia Group
Ferguson Wellman’s Private Family Office
Octavia Group encircles our investment and wealth management offering with amenities that impact clients’ quality of life. We designed a suite of services to foster financial peace of mind for affluent individuals and families, busy executives and clients who face a life-changing event. Our private family office is created to bring order, clarity and resiliency to their entire financial well-being. Each service has been carefully vetted and is managed with the utmost confidentiality.
They include:
Expense management
Personal financial statements
Annual insurance and risk assessment
Medical expense tracking and negotiation
Personal and cybersecurity assessment
Technology support
Tax document coordination
Lifebook for financial document organization
Concierge services
Octavia Group is only available to Ferguson Wellman and West Bearing clients with a minimum of $10 million managed by our firm. The minimum monthly fee is $1,000 and each relationship is billed based on the time and complexity of the client’s needs.
Establishing control of the details of each day enables clients to focus their energy on long-term, strategic decisions that result in a sense of stability, harmony and understanding. |
Octavia Group Team
Kirstin Havnaer was hired by Ferguson Wellman in 2017 in a client service capacity. She was promoted to lead our client service associate team the following year and also managed other firmwide operations initiatives that improved productivity, consistency and efficiency. In 2021, Kirstin joined the Octavia Group team to enhance awareness of our personal financial services to clients and prospects.
Before joining Ferguson Wellman, Kirstin was a business owner for 15 years, working with high-net-worth individuals. She also held positions in healthcare logistics and higher education operations earlier in her career. She earned her B.A. in psychology from the University of Washington and her M.B.A from Portland State University.
In her free time, Kirstin enjoys spending time with family as well as theater performances, hiking and camping in the Oregon Cascades.
Kirstin Havnaer
Katherine Russell, IACCP®, joined Ferguson Wellman serving in the role of chief compliance officer. Prior to joining our firm, she worked for the Federal Bureau of Investigation (FBI) for over 23 years. While at the FBI, she served as a supervisory special agent and was responsible for overseeing the White-Collar Crime Program, which handled cases related to complex financial crimes, public corruption, healthcare fraud, government fraud, human trafficking and civil rights.
Katherine earned her B.S. in banking and finance from Mississippi State University and her Juris Doctorate from University of Alabama School of Law. She is an avid athlete, having participated in over 25 half marathons and hiked 25 peaks over 14,000 feet. When she has free time, she continues to pursue athletic adventures with her husband and two children.
Maria-Clara Conlin joined Octavia Group, Ferguson Wellman’s private family office, in 2024 as an operations associate. In her role, she works in an operations capacity with client expense management.
Prior to her role, Maria was a client solutions associate for the Bank of Montreal. She earned her B.A. in business administration from the University of Denver.
In her free time, Maria-Clara enjoys reading, travelling, and spending time with her husband and senior dog.
Katherine Russell, IACCP®
Maria-Clara Conlin
About Octavia
In Roman history, Octavia the Younger was born into a life of privilege and prominence. She was highly regarded and admired, but faced many challenges in life that included war, divorce, and loss of children. Octavia was the sister of first Roman Emperor Augustus and her great-uncle was Julius Caesar. Her third marriage, to Marc Antony, ended when he left her for Queen Cleopatra of Egypt.
In 35 B.C., Augustus accorded honors to Octavia previously unheard of for women in Rome. She was granted sacrosanctitas, meaning it was illegal to verbally insult her. She was made immune from tutela, the male guardianship which all women in Rome except for the Vestal Virgins were required to have. This meant they could freely manage their own finances. Octavia was one of the first women in Rome to have statues and portraits displayed of her en masse in public places. Source: Wikipedia