LUTZ BUSINESS INSIGHTS

 

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/.

 

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