In the Spotlight - Family Office Services Update
The Milwaukee Company is excited to be bring you this update regarding the Hendricks family's new Family Office Services (FOS) program—a collection of tools, resources, and personalized support designed to make managing your financial life easier, safer, and more organized. Here's an update on our progress and what you can expect in the months ahead.
Cybersecurity Services
Protecting your personal information has never been more important. Online threats are getting more common — everything from identity theft to hacked accounts to sketchy emails that look legit. The FOS cybersecurity 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 while still offers meaningful protection. The program is designed to help you:
- Learn practical steps for protecting yourself online
- 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 family members may choose whichever services best meet their needs. Over the coming weeks, members of our team will be reaching out to discuss the program, answer questions, and help you determine which services, if any, may be beneficial.
Roundtable: The New FOS Platform
We’ve also been building a centralized online hub called Roundtable — a secure app family members can connect, learn, and stay organized. Roundtable will be easily accessible through both a secure website and mobile app, making it easy to stay connected whether you're at home or on the go.
Roundtable will make it simple 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. Development is progressing well, and we look forward to launching it soon.
Wealth Management & Recordkeeping
Managing family wealth often involves much more than investment management. Our Family Office team can help simplify many of the financial and administrative responsibilities that come with preserving and managing wealth, including:
- Cash flow tracking
- Financial reporting and recordkeeping
- Manage charitable donations
- Maintain and organize tax records
- Property, casualty, and life 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 lead our Family Office support efforts. She'll be joined by Hannah Fogler, who recently joined The Milwaukee Company and brings an accounting background to our team. Please reach out with any questions:
Laura Zakrajsheck – (262) 518-0526 | lzakrajsheck@themilwaukeecompany.com
Hannah Fogler – (262) 518-0534 | hfogler@themilwaukeecompany.com