Sophisticated, Personalized Solutions

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3 You have worked hard to create a legacy and establish your family s success, but the demands of managing your wealth alongside everyday tasks can become complex and time-consuming. For over a century we have collaborated with families to provide unique, personalized solutions. Our Family Office develops an in-depth knowledge of your family s goals, challenges, and vision and then takes on the role of managing and overseeing your financial matters, so you have the freedom to focus on what you enjoy most.

4 Sophisticated, Personalized Solutions Your family is like none other, so you shouldn t settle for a cookie-cutter plan. Trust Point s family office will take time to learn about your needs, goals, challenges, opportunities, and concerns. We provide a customized solution with ongoing and proactive communication at the highest level of service to provide your family with the financial confidence you deserve, without compromising your privacy.

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7 Trusted Relationships In our Family Office, the focus extends well beyond the family s financial needs alone. We believe a strong relationship is built on trust and our personal service allows for consultation and advice beyond finances. Our team develops an in-depth knowledge of your family s goals, challenges and vision. We typically work with many, if not all, of the family members, so we understand the family dynamics and become a resource for other areas. The value that comes from a long-term working relationship can offer your family comfort and clarity.

8 Specialized Expertise At Trust Point, our clients rely on our experience and expertise to assist the most distinctive clients. We are interested in the best team for you and will work with your existing advisors to develop and execute the optimal integrated solution. We are only focused on the best interests of your family. Our unbiased and objective advice along with our clear investment philosophy and proven principles will put you at ease knowing that we are working as a dedicated advocate for your family.

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11 Generational Planning Communicating your vision while preparing and transitioning your wealth is essential. Our Family Office considers next-generation education a priority, especially when dealing with multiple generations. We could be in part, or solely be responsible for the coordination of education on such topics as generational coaching, governance, shareholder education, succession planning, legacy education, leadership education, and more. We work closely with your family to determine these additional needs and work in partnership to ensure alignment with your family vision and mission.

12 Peace of Mind Our Family Office will allow you more freedom and flexibility to enjoy the things you love most. Our team of dedicated professionals will coordinate, manage and simplify your financial affairs and offer a holistic, comprehensive solution for your extraordinary family. We will collaborate on education and proactively communicate to ensure your goals and family values are successfully integrated for success. Simply stated, we want to provide you peace of mind.

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14 La Crosse, WI P: Eau Claire, WI P: Minneapolis, MN P: Copyright Trust Point Inc. All Rights Reserved