High & Ultra-High Net Worth Services

Affluent individuals and families with $25 million or more in assets face complex financial considerations. Their strategies may involve coordination of all disciplines of wealth management. If you find yourself in this enviable position, rest assured that Thiesen Dueker has considerable experience serving clients like you. In addition to our own internal resources that set us apart from many other advisors, our privileged access to focused subject-matter professionals allows us to offer you the elevated and tailored experience that your financial position requires.

Here’s just a broad overview of what we offer:

• Specialized advisory and analysis support
• Institutional preservation of both assets and data
• Coordination with CPAs and attorneys
• Concierge-style services