PACK Private Wealth

PACK Private Wealth

Founded in 2020 and headquartered in Wayzata, Minnesota, PACK Private Wealth operates as a registered investment adviser serving high-net-worth individuals, trusts, estates, businesses, and retirement plans. The wealth manager entered the market as the pandemic reshaped client expectations around direct, personalized advisory relationships, positioning itself in a Twin Cities suburb long associated with concentrated private wealth. PACK Private Wealth delivers investment advisory services, investment management, financial planning, retirement planning, and consulting under one roof, functioning as an outsourced family office for clients who value consolidation over multiple provider relationships. The firm's RIA structure allows it to construct portfolios across public equities, fixed income, and alternative investments without the product-distribution conflicts of a wirehouse, though specific asset-class targets and proprietary vehicles remain undisclosed. Its client base spans individual high-net-worth families and the legal structures they use — trusts, estates — as well as small-to-midsize businesses and employer-sponsored retirement plans. Team size and assets under advisement are not publicly reported. The firm maintains a single office in Wayzata and has not disclosed adjacent philanthropic vehicles, club affiliations, or real-asset platforms, suggesting a deliberately compact footprint focused on a limited client roster. PACK Private Wealth's structural differentiator is its location-anchored, trust-centric model: it operates from a Minneapolis exurb with deep private-capital roots, serving families who organize their wealth through trusts and closely held entities — a governance posture that makes the RIA less a portfolio manager and more a continuity steward across generations.