Lutz named a 2019 top 100 firm, regional leader, and fastest-growing firm

Lutz, a Nebraska-based business solutions firm, has been named a 2019 Top 100 Firm by Accounting Today. As one of the four firms making their first debut on the Top 100 list, Lutz came in at number 97.

Managing Shareholder, Mark Duren said “Our firm has experienced exponential growth throughout the past couple of years, allowing us to add multiple office locations in Nebraska, as well as expand our team to include over 260 talented individuals. We are honored to receive the title of a Top 100 Firm by Accounting Today, and are eager to see where the future takes us.”

Lutz has also been recognized as one of Accounting Today’s 2019 Regional Leaders in the Midwest. This is the fifth consecutive year that Lutz has been awarded this title. In addition, Lutz was named one of Accounting Today’s 2019 Fastest-Growing Firms in the U.S, coming in at number eight.

The annual rankings of the largest firms in tax and accounting offer a host of benchmarking data, as well as strategies and advice from the most successful firms. For more information on Accounting Today’s 2019 Top 100 Firms and Regional Leaders, visit https://www.accountingtoday.com/collections/the-2019-top-100-firms-and-regional-leaders?feed=00000152-a2fb-d118-ab57-b3ff6e310000.

For a list of Accounting Today’s 2019 Fastest-Growing Firms, please visit https://www.accountingtoday.com/list/the-fastest-growing-firms-in-the-us-2019?feed=00000158-20c0-d6a2-adfb-70e9516c0000.

Lutz launches family office services; adds lisa strutzel

Lutz, a Nebraska-based business solutions firm, recently announced a new service line, Family Office Services. Lutz’s Family Office team assists high-net-worth families manage their family enterprise by helping them determine their goals and priorities, establish processes and providing integrated financial services. From wealth transfer planning, to investment management, to strategic philanthropy, Lutz will deliver personalized, best-in-class service.

Bringing over 14 years of experience as an executive of a family office, Lisa Strutzel joins Lutz as Family Office Services Director. She will lead the team by coordinating the efforts to provide customized, cost effective services to high-net-worth clients.  Lisa graduated from Iowa State University with distinction and is a licensed CPA with the State of Nebraska. Being a passionate advocate of philanthropy, she obtained the Chartered Advisor in Philanthropy (CAP®) designation from the American College of Financial Services.

“An effective family office provides the ‘glue’ which can help hold a family together through generational transitions.  By supporting an organized family governance process, the family office is central in fostering family unity and engagement. As the family office knows the totality of its client’s financial situation, it can provide the integrated planning needed for sustainable wealth in concert with promoting and preserving family harmony and values.” said Lisa Strutzel, Director of Family Office Services at Lutz.

Ron Nebbia, Lutz Consulting Shareholder, said “Managing the complexities of significant wealth requires a great deal of time and effort. Our multi-disciplinary Family Office team has the skills required to assist you with all facets of your family office needs. We are equipped to handle the day-to-day details so you can Mind What Matters.”

Learn more about Lutz’s Family Office Services here: https://www.lutz.us/lutz-family-office-services/.