Olson Tax & Financial Planning

Olson Tax & Financial Planning

Olson Tax & Financial Planning was established as the dedicated family office for the Olson family, formalizing what began as an internal tax and accounting practice. The office reflects a founder-led wealth origin rooted in a professional services or closely held business, though the founding year and specific wealth-generating enterprise remain undisclosed in public records. The principal operator has historically functioned as both tax strategist and investment advisor, giving the office an unusually integrated mandate compared with peers that silo tax compliance away from portfolio management. The office's investment strategy prioritizes after-tax return optimization across asset classes that include publicly traded equities, fixed-income instruments, private real estate, and tax-advantaged municipal bond portfolios. Direct real asset ownership features prominently, often structured through entities designed to maximize depreciation benefits and step-up in basis planning. The geographic focus centers on US domestic markets, with income-producing real estate concentrated in Midwestern jurisdictions offering favorable property-tax treatment. Team size and total assets remain private. Administrative records indicate the structure is deliberately lean, with external specialists engaged on a project basis for estate law, insurance underwriting, and alternative investment due diligence rather than maintained in-house. The firm has not publicly disclosed any recent fund closes, spinouts, or major operational events. Structurally, Olson Tax & Financial Planning differs from investment-centric family offices in that tax planning constitutes the central nervous system of the organization rather than a downstream compliance function. This design means portfolio decisions filter through a multi-year tax-liability model before execution, creating a discipline that can sacrifice pre-tax return for certainty of after-tax outcome.