Ferguson Wellman Capital's Octavia Group offers a private family office exclusively to affluent clients, providing a suite of personalized services aimed at fostering financial peace of mind and enhancing quality of life. With a focus on confidentiality and meticulous attention to detail, services include expense management, insurance assessment, cybersecurity, and concierge services. Led by Kirstin Havnaer, Katherine Russell, and Melissa Lamproe, the team ensures clients can focus on strategic decisions while their day-to-day financial needs are expertly managed. Inspired by Octavia the Younger, the group embodies resilience and empowerment, guiding clients through their financial journey with strength and grace.
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