Barb Quasius

Background

About Barb Quasius

Quasius has a passion for positively impacting both the financial and family capital shining across the full-financial landscape and bringing to Cresset a breadth of experience as a former Family Office Executive, CFO and Board Member to a prominent multi-generational Kohler family global investment technology holding company. Cresset Capital: Boutique Multi-Family Office, Naples, FL: UHNW customized financial solutions to UHNW clients: Private and Public Investments; Risk management; Tax and Estate planning; South Dakota trust services, Liquidity planning; Philanthropy; Estate administration. Executive Global Investment Family Office Holding Corp - Windway Capital Corp, Kohler, WI 1993–2020 •A problem solver with the ability to breakdown complex concepts into actionable solutions.*CFO of Windway Capital Corp global investment holding co. and Family Office Executive. • Worked with MIT-trained CEO Patriarch and subsidiary mgmt developing a global sailing and technology portfolio (North Sails, Southern Spars, EdgeWater, North Thin-ply Technology, TPTGolf) which was later sold to a London-based firm. • Oversight of global direct, alternative and traditional investments: M&A and divestitures; Strategic planning, forecasting, budgeting, modeling and financial analysis; Legal contracts review, board and advisory oversight of global portfolio operating companies. Banking relationships; Estate and Tax planning, Tax compliance for global flow-thru entities, personal, gift and trust taxes; Global annual GAAP audit and risk management.* Aircraft and Yacht - purchase, operations and sale • Consult to Chilean, SA fly-out, fly-fishing eco-lodge • Led Board of Directors and Shareholder meetings – Board and Audit Committee Member. • Collaborated with Next Gen to develop a family office platform for governance, education, entrepreneurship, philanthropy (Private Fdn, DAF's and conservation projects) and legacy planning, creating a transparent forum to prepare and empower Next Gen stewards. • Steady leadership through family transitions and estate administration while carrying out remaining family shareholder objectives. EDUCATION & CERTIFICATION: • CERTIFIED FINANCIAL PLANNER™ - Northwestern University Program • Series 65 License * CPA (WI) • MBA: Marquette University - Investing and Entrepreneurship Focus • Spanish Language Immersion - Universidad Internacional Cuernavaca, Mexico • BA, Accounting, International Business, Spanish minor -Full Scholarship -Lakeland University