Family Office Services Update
The Milwaukee Company has been building out the Hendricks family’s new Family Office Services (FOS) program — a set of tools and support services designed to make life easier, safer, and more organized. We’re getting close to launch – here’s where things stand.
Cybersecurity Services
Online threats are getting more common — everything from identity theft to hacked accounts to sketchy emails that look legit. One major part of the FOS program focuses on helping family members stay safer online.
Over the past few months, we’ve tested different security tools and worked with tech professionals to build a program that’s easy to use but still offers real protection. The goal is to help family members:
- Strengthen everyday digital habits
- Spot and monitor potential threats
- Improve password security
- Lower the risk of identity theft
- Get help quickly if something seems off
It’s all about preventing problems and providing support when issues pop up. Participation is optional, and anyone interested can reach out to our cybersecurity team:
Michael Willms – (262) 518-0531 | mwillms@themilwaukeecompany.com
Nathan Kitowski – (262) 265-5890 | nkitowski@themilwaukeecompany.com
Roundtable: The New FOS Platform
We’ve also been building a centralized online hub called Roundtable — a secure place where family members can connect, learn, and stay organized.
Roundtable will make it easy to:
- Access FOS services
- Communicate securely with advisors
- Join educational sessions
- Stay updated on family news and events
- Find important documents and resources
Think of it as a private, all‑in‑one space designed to keep everyone informed and connected. The structure is in place, content is being built out, and we expect to launch soon.
Wealth Management & Recordkeeping
The Milwaukee Company has expanded its wealth management support beyond investing. Our team can now help with:
- Cash flow tracking
- Financial reporting and recordkeeping
- Insurance review and coordination
- Organizing financial documents
- Estate and financial planning guidance
- Monthly consolidated financial reports
- Net worth statements
- Secure document storage
Many of you already know Laura Zakrajsheck, who will be leading these efforts with the support of Hannah Fogler, a new member of our team with an accounting background. Please reach out with any questions:
Laura Zakrajsheck – (262) 518-0526 | lzakrajsheck@themilwaukeecompany.com
Hannah Fogler – (262) 518-0534 | hfogler@themilwaukeecompany.com