Inspired Capital

Wyncrest Capital, based in Minneapolis, MN, is a boutique private wealth advisory firm dedicated to providing customized investment management and financial services tailored to each client's unique needs. With a focus on transparency and holistic fee structures, the firm prioritizes aligning with clients to ensure a mutually beneficial relationship. Offering a range of services, including family office planning and alternative investment strategies, Wyncrest Capital emphasizes understanding clients through personalized consultations before initiating account openings. The firm prides itself on maintaining a commitment to client advocacy by avoiding hidden fees and preserving independence in its advisory role. Generated from the website

The Partners Group, established in 1924 and operating under the philosophy of its parent company, Foster Klima, offers a commitment to lifetime relationships with its clients, their families, and their businesses. With a focus on creating customized strategies and utilizing powerful resources, the firm emphasizes strong, enduring partnerships that contribute to the success of its clients. Specializing in areas such as business transition planning, pension planning, and employee benefit planning, The Partners Group leverages over three generations of institutional experience to provide sophisticated financial solutions. Their comprehensive approach aims to alleviate financial pressures, ensure smooth transitions, and empower clients to make informed decisions regarding their wealth. Generated from the website

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations