860 Blue Gentian Rd, Suite 150, Eagan, MN 55121
612-503-8600
ABOUT THE MBKS Family Office
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our
client. We endeavor to know and understand your financial situation and provide you with only
the highest quality information, services, and products to help you reach your goals.
Senior Vice President | Portfolio Manager
My 18 years of experience in the financial services industry has provided me with tremendous
experiences in a wide array of markets and new paradigms. This experience has taught
me the valued insight to managing risk in portfolios in order to optimize returns in
uncertain times.
Vice President | Investment Planning Director
My 15-plus years in the financial services industry shaped me into an advisor who takes the
time to listen, educate, and establish plans with my clients and to partner with them
on achieving their goals.
Operations Manager
susan.evans@mbksfamilyoffice.com
Tel: 612-503-8600
Tel: 612-503-8600
I have served as an Office Administrator for small businesses for over 28 years mainly in
the medical field. My role at MBKS is to facilitate your interactions with our team and
support and execute your requests in a timely manner. I take great pride in ensuring
your experiences at MBKS are enjoyable and responsive in achieving your goals.
Office Manager
sue.gadde@mbksfamilyoffice.com
Tel: 612-503-8600
Tel: 612-503-8600
My twenty-five years in the financial services industry has provided me with an array of knowledge with investments,
insurance, trusts, and employee benefits. This experience has helped me with assisting advisors and their clients
with meeting their financial goals.
What is a Family Office?
Family offices are private wealth management advisory firms that serve high-net-worth investors.
We are different from traditional wealth management shops in that we offer a total strategy
to managing the financial and investment side of an affluent individual or family in and independent
fashion.
Retirement Planning
Help making the most of your employer-sponsored retirement plans and IRAs. Determining how
much you need to retire comfortably. Help managing assets before and during retirement.
Tax Management
Developing tax-efficient investment strategies by looking for ways to help reduce your current
and future tax burden. Referring you to qualified tax specialists.
Estate Planning Strategies
Working with estate-planning and trust specialists available through Wells Fargo Advisors
Financial Network and its affiliates to help review your wills and trusts, preserve your
estate for your intended heirs, establish beneficiary designations, and reduce potential
exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Education Funding
Recommending investment and accumulation strategies to help you pay for your children's education.
Risk Management
Reviewing existing insurance policies. Finding the best policy for your situation.
Investment Planning
Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending
the appropriate investment vehicles to help you reach your goals.
Employee and Executive Benefits
Helping your business attract and retain qualified employees through benefit packages.
Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice.
Transactions requiring tax consideration should be reviewed carefully with your accountant
or tax advisor. Any estate plan should be reviewed by an attorney who specializes in
estate planning and is licensed to practice law in your state.
Insurance products offered
through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten
by unaffiliated insurance companies.
