TRS Family Office

Name: TRS Family Office
Address: Stillwater, MN, 55082, US
Telephone: +16512488042
Price range: $

Home
United States
Stillwater, MN
TRS Family Office

Retirement Peace of
Mind Includes, Guaranteed Income for Life, and Diversifying Your Tax Liability

Unfortunately most people spend more time planning a vacation than they do planning their retirement, and your retirement is a lifetime of vacations... Spend some time checking out the video on our website, it will give you some great details on how a tax free retirement compares to your typical plan. Also some eye opening short videos on 401k & IRA fees on this page for you to take a look at.

09/01/2026

The fourth quarter will be here before you know it. And, this is the time of year when effective year-end tax mitigation begins—while there is still time to make decisions that influence this year’s outcome.

📝 Here are some pivotal questions worth answering before December 31:

→ Is your business properly structured for its current revenue and profitability?

→ Is your compensation and distribution strategy tax-efficient?

→ Does your retirement strategy balance tax efficiency with access to capital?

→ Are today’s tax deferrals creating a larger tax liability in retirement?

→ Are there purchases, investments, or charitable contributions that should be completed before December 31?

→ Are you purchasing equipment or reinvesting in your business because it advances your goals, or simply to lower your tax bill?

→ Are your business and personal financial strategies working together?

That is where TRS Family Office shines. 🌟

Fourth-quarter planning is your opportunity to mitigate taxes, protect liquidity, and make great decisions before the year closes.

We work with your CPA to ensure every advanced legal tax mitigation strategy available for your situation is explored and implemented.

Visit TRSFamilyOffice.com to learn more.

08/31/2026

When a surgeon named Marcus sat across from me, he was genuinely worried.

"I can handle any challenge in the OR," he said. Then he paused and looked down at his hands — the same hands that generated over $1.5 million a year. "But if these hands stop working…"

Marcus had conquered every professional challenge. But success itself had become his greatest risk. And the scariest part? His traditional advisors — each working in their own silo — hadn't flagged any of it.

That's the problem with blind spots. You don't know what you don't know.

Most business owners face risks in three categories:

🔹 Operational (what could halt your business tomorrow?)
🔹 Strategic (what's structurally outdated or missing?)
🔹 Personal & Family (what would happen to your loved ones?)

The Virtual Family Office starts with a Client Situation Diagnostic that maps all three (among many other areas) — before recommending anything. Because you can't protect what you can't see. 📖 https://loom.ly/5vVIbNI

08/28/2026

In 2008, I lost everything.

Investment properties collapsed. The hobby farm went with them. Years of work dissolved in a matter of months.
What followed was a long struggle that forced me to question everything I thought I knew about money, success, and resilience.

But that struggle eventually led me somewhere I never expected.

In 2019, I discovered the Virtual Family Office model and immediately recognized it as the most powerful approach I had ever seen to helping business owners plan with greater confidence and clarity.

Here’s what I’ve learned: The next level is never reached by chance. It’s built by design.

It’s built by moving from siloed advice to one coordinated, team-based strategy. From reacting to problems to proactively designing your future. From carrying the weight alone to having a trusted, coordinated team working alongside you.
This isn’t simply about better planning. It’s about making better-informed decisions, protecting what you’ve built, and creating a more intentional future for your business and your family.

If you’re ready to stop managing disconnected advisors and start moving forward with a single coordinated plan, I wrote a book on exactly how to do it. 👉 https://loom.ly/5vVIbNI

08/26/2026

Here's something most business owners don't realize: Tax compliance and tax planning are two completely different things.

Compliance means filing returns accurately — recording what already happened. That's important. But it's backward-looking.

Tax PLANNING is forward-looking. It's about designing strategies that legally keep more of your wealth — turning taxes from an annual burden into a year-round advantage.

I worked with a physician named James who had been saving lives for 25 years but couldn't shake the feeling he hadn't saved enough of his own income. Every April, he wrote huge checks to the IRS and felt like he was falling further behind.

Once we looked at his FULL financial picture — not just his tax return — we found opportunities hiding in plain sight.

Six months later, James called and said, "For the first time, I feel like I'm not just working to pay taxes… I'm building something that will last."

Your CPA is essential. But if nobody's looking forward to you, you're leaving money on the table every single year.
📖 https://loom.ly/5vVIbNI

08/24/2026

Here's something I see all the time that surprises people: A business owner running a multi-million-dollar company with surprisingly little personal wealth outside it.

How does that happen?

When you're building something meaningful, every instinct says to reinvest. Pulling money out can feel like slowing growth or even betraying the mission.

So wealth stays tied up in the business. It's growing, sure — but it's concentrated, illiquid, and exposed to every risk your company faces.

That's the Business Owner's Wealth Paradox.

It doesn't mean you should stop reinvesting. It means you need a strategy that strengthens your business AND builds personal wealth at the same time.

Because your business should be your greatest asset — not your only one.

That's exactly what the Virtual Family Office is designed to do. I break it down in The VFO Advantage 👇
https://loom.ly/5vVIbNI

08/17/2026

In 1882, John D. Rockefeller — America's first billionaire — was drowning in disconnected advice.

He had the best advisors money could buy. But they were all working in isolation, each optimizing their own piece, and nobody was seeing the whole picture.

Sound familiar?

To overcome this challenge, Rockefeller did something revolutionary. He hired his advisors full-time, put them under one roof, and made them work together as a team. He called it the Family Office.

The result? His fortune grew to $1.4 billion by the time he passed in 1937.

For the next 140 years, this model stayed locked behind gates that only billionaires could afford. Families like the Waltons, the Gates, and Oprah Winfrey spend tens of millions of dollars a year running theirs.

But access to this framework has expanded with technological advances, making it more accessible to other high-net-worth earners.

Today, the Virtual Family Office brings Rockefeller-level planning to successful business owners at a fraction of the cost.

Same coordinated team approach.

Same unified strategy.

Without the billionaire price tag.

I wrote a book about how this works, and how it can work for you.
Find your copy online when you visit 👉 https://loom.ly/5vVIbNI

08/05/2026

One of the first things I tell every business owner who sits down with me is, "I'm not here to sell you anything."

I mean it. Before we ever talk about insurance, investments, or any financial product, we run what's called a Client Situation Diagnostic. It looks at your whole picture — business, personal, legal, tax — and identifies where the real opportunities and risks are.

Because here's what I've learned: solutions that start with a sales pitch rarely solve the right problem.

I once sat with a business owner named Robert. He'd been fending off product pitches disguised as advice for years. The first thing he told me was, "Don't try to sell me life insurance."

So I said, "Deal. Let's start with your investments and tax strategy." And that's exactly what we did.

The right solution came later — naturally — because we understood the whole picture first.

That's the VFO difference. Strategy first. Always. 📖 https://trsfamilyoffice.com/vfo-advantage

07/27/2026

After years of working with business owners, I've noticed something. The biggest barrier to the next level isn't usually strategy —
It's belief.

Here are five I hear all the time:
❌ "I can do it all myself."
❌ "My advisors know what they're doing, so I'm covered."
❌ "More experts just means more complexity."
❌ "No one cares about my business like I do."
❌ "I've gotten this far on my own — why change now?"

These beliefs feel safe in the short run. But they quietly cap growth in the long run.

I'm not asking anyone to give up control. I'm helping them see how a coordinated team makes control easier — not harder.

Wealth grows.
Stress drops.
And for the first time in years, you can focus on the big picture.

More in my book, The VFO Advantage 👇
https://loom.ly/5vVIbNI

07/24/2026

You built a successful business. But somewhere along the way, managing that success became its own full-time job.

Your CPA handles last year's taxes. Your financial advisor manages investments. Your attorney drafted documents years ago. On paper, it looks like all the bases are covered.

But here's the problem — none of them are talking to each other. And you're stuck in the middle trying to connect the dots.

You've become the quarterback, the coach, AND the water boy.

That's where opportunities slip through the cracks. Sometimes huge ones.

The Virtual Family Office changes that. One coordinated team. One unified strategy. You go back to leading your business — not managing your advisors.

I wrote about this because I've lived it. Read more in The VFO Advantage
👉 https://trsfamilyoffice.com/vfo-advantage

07/22/2026

To our CPA partners: you have your finger on the pulse on your client's current financial situation and have most likely had conversations about their future, retirement, and long-term goals.

We want to help you strengthen that relationship and help them realize their goals through a collaborative, supported, and aligned partnership.

As you know, it's important to begin exit and succession planning years before a business owner is ready to sell.

The Virtual Family Office model helps you bring coordinated Tax Planning, Risk Management, Legal Structure, and Succession Planning to your best clients.

Our role is not to replace you or receive your referrals—it's to help you bring more value to your clients while keeping the relationship centered around your firm.

This model was developed by a CPA for CPAs who want to offer advanced planning without having to build the entire infrastructure themselves.

If you’d like to explore how it could support your clients and strengthen your firm, let’s have a no-pressure conversation about the possibilities and how this structure can benefit both you and your clients.

Visit us online to request a free (NO pressure) conversation today 👉 https://loom.ly/gWjCGaI

Address

Stillwater, MN
55082

Telephone

+16512488042

Website

http://www.trsfamilyoffice.com/

Alerts

Be the first to know and let us send you an email when TRS Family Office posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Want your business to be the top-listed Business in Stillwater?