Business Details
24 Years
experience
Your Trusted Investment Advisers in Minneapolis, MN
Founded in 2002, Palisade Asset Management has built a reputation as an employee-owned, independent investment management firm dedicated to delivering personalized wealth solutions. With over two decades of experience, we specialize in serving multi-generational families, individuals, business owners, and executives across the United States. Our comprehensive family office services integrate customized investment strategies, tax and estate planning, and trust advisory to address complex financial needs.By prioritizing high-quality, long-term investments and tax-efficient approaches, we help clients achieve financial stability and intergenerational wealth preservation. Our team collaborates closely with external advisors to ensure holistic financial planning, emphasizing transparency, integrity, and client-centric service. As a Registered Investment Adviser (RIA), we uphold rigorous standards of fiduciary responsibility, ensuring our clients' interests remain paramount in every decision.
Services
Investment Management
Family Office Services
Financial Planning
Tax Strategies
Estate Planning
Trust Advisory
Risk Management
Charitable Giving
Retirement Planning
Wealth Transfer
Details
- Year established: 2002
Highlights and features
- We offer over 20 years of experience in personalized wealth management.
- Our customized investment strategies address each family's unique circumstances.
- We provide comprehensive family office services, including tax and estate planning.
- Our team collaborates with external advisors to ensure holistic financial solutions.
- We prioritize long-term, tax-efficient investment strategies with low turnover.
Associations and certifications
- Registered Investment Adviser (RIA)
Services
Investment Management
Our investment management services focus on constructing customized portfolios using high-quality equities and fixed income securities. We prioritize long-term growth, tax efficiency, and risk management to align with clients' income, liquidity, and growth objectives. By emphasizing low turnover and dividend-paying stocks, we help preserve capital while generating reliable income streams for multi-generational families.
Family Office Services
We deliver comprehensive family office services tailored to complex financial needs, including trust administration, estate settlement, and multi-generational wealth transfer. Our team coordinates with attorneys and CPAs to ensure seamless implementation of estate plans, while providing individual trustee services and philanthropic planning to preserve family legacies and minimize tax liabilities.
Financial Planning
Our financial planning process begins with an in-depth analysis of clients' goals, cash flow, and risk tolerance. We develop customized strategies for retirement, education savings, social security optimization, and family gifting, integrating tax-efficient investment approaches to support long-term financial well-being and intergenerational wealth preservation.
Estate Planning
We collaborate with clients' legal advisors to design estate plans that minimize taxes and ensure smooth asset transfer across generations. Our services include trust education, beneficiary designation guidance, and implementation of strategies like family limited partnerships to facilitate efficient wealth gifting and preservation.
Trust Advisory
Our trust advisory services encompass administration, tax guidance, and distribution planning for various trust structures. We assist trustees in managing assets, complying with IRS regulations, and developing creative solutions such as intra-family lending arrangements to meet beneficiaries' financial needs while maintaining trust integrity.
Questions
What services does Palisade Asset Management offer?
We provide investment management, family office services, financial planning, tax and estate planning, trust advisory, and philanthropic strategy tailored to multi-generational families and individuals.
How do you customize investment strategies for clients?
We analyze each client's income needs, risk tolerance, and long-term goals to build portfolios using high-quality equities and fixed income securities, emphasizing tax efficiency and low turnover.
What experience does your team have?
Our team has over 20 years of experience managing wealth for families, business owners, and executives, with expertise in complex estate settlements and intergenerational wealth transfer.
How do you handle estate planning?
We collaborate with attorneys to implement estate plans that minimize taxes, preserve wealth, and ensure smooth asset transfer, offering trust education and family gifting strategies.
Can you assist with charitable giving?
Yes, we help clients establish private foundations or donor-advised funds, integrating philanthropy into their overall financial plans while optimizing tax benefits.
