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A Partner for Your Most Complex
Financial Decisions
Built for Complexity. Focused on Legacy.
Larson Financial is a dedicated partner for ultra-high-net-worth individuals and families who demand more than just investment advice.
“This will be a quote from Paul – And it’ll be a dern good one too… a dern tootin’ goodun”
-Paul Larson, CEO Larson Financial
Why Families Choose Us:
- A single, unified strategy for your entire financial life
- Direct access to senior leadership
- Tailored investment and estate solutions
- Legacy-focused, purpose-driven planning
- Confidential, concierge-level relationship management
Solutions for your Complex Needs
OUR FIDUCIARY STATUS
A Partner for Your
Best Interests
Unlike brokers or advisors held to a lower standard, fiduciaries are legally and ethically bound to act in your best interest. That means no hidden agendas, no commissions swaying decisions—just transparent, personalized strategies aligned with your goals with direct access to decision-makers like Paul Larson.
OUR BUSINESS PHILOSOPHY
One-Stop Shop
You don’t have time for scattered advice or uncoordinated strategies. When your tax planning, legacy design, alternative investments, insurance, and wealth management all live under one roof, every move is strategic and synchronized. No conflicting advice. No missed opportunities. Just a unified approach designed to grow, protect, and transfer your wealth with precision and purpose. Elite expertise — all under one roof — delivering the strategic clarity your family deserves.
What Sets Larson Apart?
We bring elite, multidisciplinary expertise under one roof to build, protect, and transfer generational wealth. We offer a single-source solution for your complex financial world — one trusted partner coordinating every aspect of your wealth.
Investment Strategy & Portfolio Construction
- Bespoke portfolio design rooted in risk management and long-term goals
- Access to private equity, private credit, and direct real estate deals through Larson Capital Management — no second layer of fees
- Exposure to alternative assets like 1031s, 721 UPREITs, and Opportunity Zones
Advanced Tax Planning & In-House CPA Services
- Full-service tax filing or seamless coordination with your preferred CPA
- Tax mitigation strategies: Roth conversions, tax-loss harvesting, entity structuring
- Expertise in business owner, M&A, and cross-border tax strategy
Estate Planning & Wealth Transfer
- In-house estate attorneys skilled in GRATs, dynasty trusts, and complex legacy structures
- Minimizing estate and gift taxes while ensuring seamless transitions
- Family governance and next-gen education to preserve values with wealth
Philanthropic Strategy & Legacy Building
- Design and management of private foundations and donor-advised funds
- Charitable giving plans that align with your values and tax strategy
- Structuring legacy plans to reflect both vision and purpose
Business & Liquidity Event Advisory
- Succession planning for family-owned and closely held businesses
- M&A readiness, recapitalization, and liquidity event optimization
- Strategic protection and monetization of specialized assets
Concierge-Level Family Office Oversight
- A white-glove service model with a dedicated advisory team
- Consolidated reporting and holistic wealth oversight
- One strategy, one team — integrated across legal, tax, and investment
Let’s Build Something Extraordinary Together
For families who think in generations, not quarters — we invite you to experience the Larson difference.