The Borglum Team

The Borglum Team is a high-performing, collaborative group of colleagues and friends who support each other’s growth and success, while providing personal financial advice and exceptional service to enrich the lives of the successful, multi-generational families under our care.

Our core values of positivity, accountability, respect and excellence embody how we aim to show up every day for our clients, colleagues, business partners and each other. Every interaction and encounter matters.

Growing Families and Rising Professionals

Navigating your career trajectory while protecting your family’s financial outlook can be challenging with so many major life events ahead of you. Together, we’ll craft personalized strategies that focus on both your short-term needs and long-term goals, providing peace of mind as you plan and build for your future. 

Families Transferring Generational Wealth

Transferring wealth from one generation to the next marks a pivotal moment in your family’s legacy that brings layers of nuance and complexity for everyone involved. We’ll guide you through the technical estate planning strategies for asset protection and tax efficiency while also empowering you to address the family dynamics of educating and equipping heirs to steward their inheritance. 

Business Exit Planning

Exiting a business is more than a transaction; it’s a transition into a new phase of life. As a business owner or executive, you’ve likely been at the helm of planning for your company. Now, the focus shifts to managing personal finances with the same acumen and deciding what’s next for you and your family. Together, we’ll create a robust financial plan to ensure the windfall from the sale of the business or retirement is invested wisely while accounting for your new needs without this revenue.

Families with Special Needs

There are some moments in life for which you can’t truly prepare. Receiving the news that someone in your family has a “condition” or “abnormality” or is “on the spectrum” are a few examples of that. Through lived experiences in our own personal lives, ongoing education, and a commitment to this niche, our team has developed the expertise to give families both financial guidance and emotional support in this challenging yet rewarding journey of helping a loved one overcome adversity to live their best life.

Team Members

A Wealth of Information