{"id":1205,"date":"2024-09-24T00:01:00","date_gmt":"2024-09-24T05:01:00","guid":{"rendered":"https:\/\/integratedadvisorsnetwork.com\/staging\/4015\/?p=1205"},"modified":"2024-09-24T07:55:24","modified_gmt":"2024-09-24T12:55:24","slug":"when-working-with-family-works","status":"publish","type":"post","link":"https:\/\/integratedadvisorsnetwork.com\/staging\/4015\/when-working-with-family-works\/","title":{"rendered":"When Working With Family Works"},"content":{"rendered":"\n

Peter and Luke Andersen<\/strong>, Andersen Capital Management<\/a><\/p>\n\n\n\n

The family-owned financial services firm is a type of firm that we at Integrated love to see, and work with, in our group of advisors. There are so many benefits to this structure and our family-owned advisor groups<\/a> love the aligned values and vision as well as the personal relationship dynamic this structure brings to their work.<\/p>\n\n\n\n

We\u2019d like to introduce you this week to Peter and Luke Andersen of Andersen Capital Management<\/strong>. The stories we hear from family advisor practices make us smile, and the Andersens are no exception.<\/p>\n\n\n\n

Keeping Financial Advising in the Family<\/h2>\n\n\n\n
\n

\u201cAs long as I can remember I have been interested in what my dad does for a living.” ~ Luke Andersen<\/p>\n<\/blockquote>\n\n\n\n

The way Peter and Luke \u2014 father and son \u2014 work together works for them. They have two perspectives and views, but they say that Integrated made it possible for them to thrive as a team. They are like-minded yet different. We think they complement each other perfectly. During our talk together, Luke\u2019s audio was glitching. So Peter jumped in and suggested ways to solve that. And when all else failed, he suggested his son came into his office to share the screen. That\u2019s teamwork. How does work work for them exactly?<\/p>\n\n\n\n

\n

\u201cBe sure your child cuts their teeth somewhere else first. They will benefit from that professional experience, as will your business. Luke continues to surpass my expectations.\u201d ~ Peter Andersen<\/p>\n<\/blockquote>\n\n\n\n

How to Hire a Family Member<\/h2>\n\n\n\n

Luke, although interested in what his dad did for a living, really wanted to become a veterinarian. But upon graduation from college, the idea of additional schooling wasn\u2019t appealing. So his plan B was to lean into his college minor \u2014 business. He worked for both a biotechnology company and an investment bank. Luke says that these experiences were invaluable and in fact led him to his dad\u2019s firm.<\/p>\n\n\n\n

Although he enjoyed all the corporate experiences, he noticed his dad was hiring. To get the job, and win Peter over, he had to undergo a formal interview process \u2014 wearing a suit at his dad\u2019s suggestion. Peter was open to interviewing his son, but found himself wondering what Luke would do at Andersen Capital. Would there be enough work to sustain his employment?<\/p>\n\n\n\n

That interview has since paid off for both of them. Kudos to them to navigating the vetting process and working together now seamlessly day in and day out.<\/p>\n\n\n\n

Peter says, \u201cLuke challenges me daily. Corporate environments don\u2019t usually foster that.\u201d And Luke\u2019s friends\u2019 parents often remark that they wish their kids took such a vested interest in what they do.<\/p>\n\n\n\n

\u201cBeing Peter\u2019s travel agent is one of my responsibilities. I own it. Is it what I love? Not yet. But I will add this skill to expanding IT and other efficiencies. Dad has traded up by adding me to the team,\u201d Luke says.<\/p>\n\n\n\n

Integrated Partners with Family-Owned Advisor Groups<\/h2>\n\n\n\n

Integrated Advisors Network has been a partner to Andersen Capital, getting Luke up to speed. We continue to be his go-to when he has questions. Being Luke\u2019s resource lets this father-son duo focus then on what they love most \u2014 stock picking.<\/p>\n\n\n\n

Additionally, Integrated takes a lot of operational tasks off their plates. Yet, Luke says that isn\u2019t the most valuable aspect of the partnership. \u201cGilinda is always there when I need operational guidance. She has been instrumental in helping us expand our firm\u2019s structure,\u201d says Luke.<\/p>\n\n\n\n

Keeping a balance between their work and family time has been another key to their success. With the assistance of mom, at the dinner table and on the weekends, business is not discussed. Peter and Luke want to talk about work and opportunities but keeping defined lines has been healthy. \u201cThank you, mom,\u201d they both acknowledge.<\/p>\n","protected":false},"excerpt":{"rendered":"

The family-owned financial services firm Andersen Capital is a type of firm that we at Integrated love work with here at Integrated. <\/p>\n","protected":false},"author":1,"featured_media":1206,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","om_disable_all_campaigns":false,"episode_type":"","audio_file":"","podmotor_file_id":"","podmotor_episode_id":"","cover_image":"","cover_image_id":"","duration":"","filesize":"","filesize_raw":"","date_recorded":"","explicit":"","block":"","itunes_episode_number":"","itunes_title":"","itunes_season_number":"","itunes_episode_type":"","footnotes":""},"categories":[153],"tags":[170,162,169,155,27,36,28],"class_list":["post-1205","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-independent-advisory","tag-anderson-capital","tag-family-business","tag-family-owned","tag-family-owned-business","tag-financial-advisor","tag-independent-advisor","tag-independent-financial-advisor"],"yoast_head":"\nWhen Working With Family Works - 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