Gulsrud Consulting LLC

Gulsrud Consulting provides financial planning, family office coordination, estate planning strategy, charitable giving advice, family governance facilitation, and related consulting to high‑net‑worth and ultra‑high‑net‑worth individuals, families, trusts, foundations, charities and businesses. The firm delivers these services under written engagement agreements and does not provide investment management or custody; clients are responsible for implementing recommendations through their own chosen investment advisors.

Work is delivered through project‑based financial planning and consulting engagements that may include written plans, coordination with attorneys and CPAs, and facilitation of family meetings or governance structures. Rather than charging asset‑based advisory fees, the firm uses time‑and‑project fee arrangements (hourly and fixed fees) for its planning and consulting work, with follow‑up or ongoing reviews provided through separate engagements.

Distinctive elements include the firm’s recent formation and lack of assets under management, its disclosed solicitor relationship with a third‑party family office manager (Pathstone) to which it may refer clients, and the availability of non‑advisory business and management consulting services alongside fiduciary planning. The firm does not serve as a private fund adviser and explicitly states it will not manage client investment portfolios, which sets it apart from many peers in this regulatory profile.