by Kirstin Havnaer
Senior Vice President, Private Family Office
Octavia Group
As we approach the close of 2025, we’re reminded of a significant milestone—welcoming our first Octavia Group client five years ago. During a recent strategy meeting, our team reflected on the evolution of our family office, sharing insights into our growth, expanding services, and future plans—all with the aim of consistently exceeding our clients’ expectations.
Today, we serve 24 individuals and their families, each entrusting us to improve their quality of life by delegating the management of their finances. Many of our clients are busy executives whose demanding schedules make it challenging to maintain a comprehensive view of their financial landscape. Octavia Group’s services elevate their perspective, empowering them to make well-informed and quicker decisions about their future.
We also support retirees eager for simplification of their financial responsibilities without burdening the next generation. Working with our family office may allow them to devote more time to travel and other experiences they’ve anticipated in retirement. With our systems in place, the transition to new pursuits is smooth and worry-free.
Key services, such as financial reporting, expense management and the creation of Lifebooks—which consolidate essential financial information and documents—have become cornerstones for our clients. In addition to these, insurance assessments and tech support have helped ensure our clients remain both protected and connected. Our coordination of tax documents has streamlined the process for clients and their accountants, ensuring timely access to crucial information.
At the start of 2025, our investment team presented their “Lessons Learned” from five decades of economic cycles and capital market activity. Looking back on Octavia Group’s journey, we believe our offerings have strengthened our relationships as trusted advisors, instilling confidence in clients as they make important life choices.
Financial decisions often carry emotional weight and can influence family dynamics. Relying on professionals helps navigate these complexities, and we’ve found our services especially valuable for families supporting aging parents.
Ultimately, the peace of mind that comes from having reliable systems in place allows clients to fully enjoy their wealth, rather than be burdened by its management. As we expand our offerings, we remain committed to a generational approach—to both running our business and serving our clients for years to come.