NorthRock Partners Advisory Services Program

 

NorthRock Partners Wrap Brochure

 

Cash Flow Management:

• Neither NorthRock Partners LLC nor any of its affiliated entities is a bank.

 

Corporate Executive Planning:

• Contract Review and Negotiation services are not legal services as all legal services must be provided by a licensed attorney operating independent from NorthRock Partners.

 

Legal and Estate Planning:

• Neither NorthRock Partners LLC nor any of its affiliated entities engage in the practice of law.
• Business Succession Planning: Neither NorthRock Partners LLC nor any of its affiliated entities engage in the practice of law.

 

Charitable Giving:

• International Grantmaking and Legacy Gift Planning: All for profit Foundation X related services are provided through Foundation X LLC and not-for-profit related activities are provided through Foundation X, Inc.

 

Business Owners and Entrepreneurs:

• Some of our services may be provided or facilitated through third-party entities or professionals that have no affiliation with NorthRock or any of its affiliated entities.

 

Charitable & Foundation Management:

• Charitable & Foundation Management: All investment advisory services are provided in the United States exclusively through NorthRock Partners LLC. Charitable and Foundation Management Services are provided by Foundation X LLC.

 

Athletes & Entertainers:

• All sports agency services are provided exclusively through RSG Hockey LLC d/b/a NRX Hockey.