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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

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Legend
Rob Nelson Built a Wealth Firm Around the Work Between the Work
Founder · Advisor · Executive

Rob Nelson Built a Wealth Firm Around the Work Between the Work

For three decades, the NorthRock founder has followed one practical question: what keeps becoming the client’s problem after the experts leave the room? His answer became a financial firm built around coordination, continuity and generosity.

rob-nelson · northrock-partnersRead →
Company
NorthRock Built a $12 Billion Firm Around the Rich Person's Worst Job: Coordination
Fintech · Consumer

NorthRock Built a $12 Billion Firm Around the Rich Person's Worst Job: Coordination

Wealth creates options - and an absurd amount of administrative work. NorthRock's bet is that affluent clients will pay one team to make the investment manager, CPA, estate lawyer, insurance adviser and philanthropy plan behave like one system.

wealth-management · financial-planningRead →