Dougherty Multi-Family Office | Trust Company 861 Lake Street North, Wayzata, MN 55391
About the Business
Dougherty Multi-Family Office | Trust Company, located at 861 Lake Street North in Wayzata, Minnesota, is a finance institution dedicated to serving families. With a values-oriented approach, they strive to simplify and manage wealth in ways that enhance the lives of their clients today while also building a legacy for tomorrow. Their process is thoughtful and engaging, starting with listening to their clients and working alongside them to implement and monitor their financial position. Dougherty understands that wealth is more than just money - it is a reflection of values and the foundation for a family's future.
Location & Phone number
861 Lake St N, Wayzata, MN 55391, United States
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I was referred to Dougherty to by an estate attorney after I had a family member pass away. As a lawyer myself, I am picky and discerning about who I hire for financial issues. I retained Dougherty to help with the deceased's late tax returns and well as the estate tax form that the IRS requires. They were prompt, answered all my questions, were reasonably priced, efficient, and kind. They helped me with the necessary paperwork to close the estate and Casey who worked directly on my matter did an excellent job of getting a messy situation cleaned up properly."
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