Wealth PartnersRené W. Henriksen
Awards and Industry Recognition

Forbes
Welcome
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Significant wealth can bring significant complexity. We understand those challenges, walking with high-net-worth individuals and families through key inflection points in their wealth. We've advised business owners, corporate executives, and other wealth creators since 1996. As a result, we are comfortable unwinding the intricacies of each client's situation.
When clients encounter significant crossroads in their financial lives, they look to us for practical guidance. We work well with high-achieving individuals who come to see us as members of their inner circle, contributing to a solid financial foundation for themselves and their families.
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A collaborative approach
When clients engage our team, we begin by learning all we can about their situation—what they would like to achieve in the years ahead, the intended purpose for their wealth, and the people and causes they value. Our interaction is consultative and thorough.
Strong collaborators, we don't dictate—we listen. Fortified with that knowledge, we're skilled in delineating a detailed plan to pursue client goals, customized to their distinctive parameters. Together, we advance steady momentum toward each client's priorities, revisiting those objectives regularly to gauge our progress.
We believe clients appreciate our approachability and our dedication to their long-term well-being—qualities we demonstrate through our daily decision making.
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An integrated suite of services
We provide the sustained focus and frequent interaction that significant wealth requires, unifying multiple aspects of a client's financial framework:
- Tax-sensitive investment management
- Risk analysis and mitigation
- Diversification, hedging, and monetization strategies
- Generational wealth transfer
- Wealth planning
- Family wealth dynamics
Our advice is oriented for long-term success, supporting clients in pursuing the lives and legacies they envision by deploying their wealth with greater purpose.
Meet Our Team
Insights

What to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
On the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
What to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Insulate your investment strategy with a portfolio line of credit
March 18, 2025A portfolio line of credit can be an alternative source of liquidity which can help an investor avoid having to liquidate securities and upset their investment strategy and possible trigger capital gains.Read Now
Alternative Investments in 2025: Our top five themes to watch
March 18, 2025Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities.Read Now
What to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
On the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
What to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Insulate your investment strategy with a portfolio line of credit
March 18, 2025A portfolio line of credit can be an alternative source of liquidity which can help an investor avoid having to liquidate securities and upset their investment strategy and possible trigger capital gains.Read Now
Alternative Investments in 2025: Our top five themes to watch
March 18, 2025Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities.Read Now