About crane capital management

Your Family CFO

our specialty

Coordinating Life’s Financial Priorities

Crane Capital Management was founded in Minnesota to deliver the benefits of a family office model to families and business owners across the country without requiring the extraordinary wealth levels often associated with such services. Our mission is to simplify financial lives and help clients feel supported through steady, coordinated planning.

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our team

Bringing Professional Rigor to Family Wealth Planning

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Taylor Harwood, CFA®, CFP®

partner
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Connor Oak

Partner
our family approach

Where All Your Financial Priorities Converge

The Family CFO model means Crane Capital Management doesn’t just manage investments—it acts as the coordinator of a client’s full financial picture. The team works directly with CPAs, estate planning attorneys, business attorneys, and insurance providers to ensure strategies are connected, not siloed.



For example, aligning tax planning with investment and estate decisions can help families avoid missed opportunities. Clients benefit from one central relationship where every financial decision is considered in context. This approach helps simplify complexity for both business owners and families building their financial future.

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Who We Serve

Crane Capital Management partners with people who want coordinated, long-term financial planning. The clients who find the most value in our Family CFO approach often share a few traits:

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Still Growing Personally and Professionally

You may be in the midst of building your career or business, moving forward with ambition, and beginning to accumulate meaningful wealth. Retirement is still ahead, but you want a plan that accounts for the progress you’re making today.

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Committed to a Long-Term Process

Our planning is designed for people who want more than one-time advice. Families and business owners who see the value in an ongoing relationship find that steady coordination helps them adapt to changes over time

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Building Investable Assets

While every situation is unique, most of our clients have at least six figures in investable assets, or hold wealth tied up in a business. Our flexible structure allows us to work effectively with both established investors and owners preparing for liquidity events.

From Minnesota to Clients Across the U.S.

Financial planning should create space for life’s meaningful moments—whether that’s a weekend at the cabin or time spent with family. From our office near Lake Minnetonka, we work with clients across Minnesota and throughout the U.S., bringing the same steady, values-driven approach wherever life takes them.