You worked hard to build wealth that provides security, freedom, and opportunity for your family. With wealth comes complexity: taxes, estate documents, investment decisions, and ensuring everything works together for future generations. That is where Trust Point comes in.
For more than 110 years, Trust Point has helped individuals, families, and business owners simplify and secure their financial lives. As an independent fiduciary, they thoughtfully bring every part of your financial life — taxes, trusts, estate planning, and charitable goals — together into one coordinated plan that supports what matters most to you.
Trust Point’s Minneapolis team is known for their expertise and client-centered approach. Brian Boyer, Managing Director; Christine Schmidt, CFP®, Senior Managing Director of the Family Office; and Julie Westbrock, JD, Vice President of Business Development, lead this work alongside a full team of financial experts. Together, they help you minimize taxes, preserve family harmony, and protect the legacy you worked so hard to build.
Estate planning is more than documents. It is clarity, confidence, and the peace of mind in knowing your family’s future is secure. Learn more at trustpointinc.com.
Originally published in Twin Cities Business Magazine.
