Legacy and Wealth Planning
Alana is an associate director of Legacy and Wealth Planning in Abbot Downing’s Minneapolis office. She is responsible for providing planning services to ultra-high-net-worth clients, focusing primarily on developing comprehensive, integrated, and multigenerational plans for complex cases, cash-flow analysis, Abbot Downing Clarity schedules, insurance analysis, analysis of income tax planning issues, and other non-wealth planning related issues. Alana has over 15 years of experience in the legal and financial services industry.
Prior to joining Abbot Downing in 2013, Alana worked at the law firm of Monroe Moxness Berg PA where she worked closely with clients in the areas of public finance, corporate mergers and acquisitions, and estate planning. She was also involved in developing a program for multi-unit retail business clients to assist in business succession planning. Prior to Monroe Moxness Berg, Alana worked at law firms with a focus on estate planning and wealth transfer strategies.
Alana earned her bachelor’s degree magna cum laude in business administration management with a minor in management information services from Augsburg College.