Olson Tax & Financial Planning

The firm runs tax planning as the central operating system rather than a year-end review function. Investment allocation decisions are modeled against multi-year after-tax liability projections before capital is committed. This design treats tax efficiency as a portfolio input alongside return and risk, rather than a downstream reporting metric.

It is structured as a single-family office dedicated to the Olson family. Public records do not indicate a multi-family or RIA structure serving external clients, though the office may engage outside specialists for specific estate and insurance mandates.

The office favors direct ownership through pass-through entities that maximize depreciation benefits and facilitate step-up in basis planning for wealth transfer. Holdings are concentrated in US domestic markets, with a preference for Midwestern jurisdictions offering favorable property-tax treatment.

No public disclosures confirm fund commitments. The office's known posture emphasizes direct ownership and tax-advantaged public market strategies, with any private allocations likely executed through direct placements or co-investment structures rather than blind-pool fund commitments.

Multi-generational planning is embedded in the office's design. Tax strategy drives entity structuring and gifting programs aimed at minimizing estate-tax leakage. The office coordinates with external estate attorneys and insurance underwriters on a project basis to execute transfer strategies.