Meet the Sponsors – Nate Kublank, Aspiriant

by Molly Barnes
June 4, 2021

The Wisconsin Family Business Center sponsors are an invaluable resource to FBC members. They are experts in the areas of finance, law, insurance, and investment, and they recognize the importance of family businesses to the health and well-being of the economy, the community, and of society in general. In this Meet the Sponsors feature, you’ll meet Nate Kublank from Aspiriant.

Nate Kublank,
Aspiriant

Tell us about your role at Aspiriant. What do you enjoy most about it?
At Aspiriant, we serve all clients as part of a team, and am constantly learning from those I work with. In my role at Aspiriant, I work with approximately 30 client families. I appreciate the ability to serve a relatively small number of client relationships, as it allows for the time to get to know each family very well. I enjoy helping clients find answers to questions that otherwise complicate their lives or cause them concern. I'm here to help ease their mind and ensure they're making real progress towards achieving their life's goals.

Do you have a specialty or area of focus in your role that our community would find helpful?
I have almost 20 years of experience and advanced designations that are focused on serving complicated client situations, but my main focus is learning about each client's situation, how they feel personally, and ensuring I'm helping them understand how the different pieces of their financial lives work together. Essentially, we try to bring some simplicity to complicated situations. That usually helps clients feel good.

How long have you been a part of the Wisconsin Family Business Center?
We started our sponsorship in 2019, and hope to be a sponsor for a very, very long time!

Please tell us about your time as a sponsor of the Wisconsin Family Business Center. What have you enjoyed most? What value have you received from being a part of the FBC community?
I've enjoyed getting to know a lot of hard-working and creative business owners. I'm always amazed by the number of unique businesses that exist in Wisconsin and the Midwest. It is fascinating to learn about how they began, how they have been evolving, and what their plans are for the future. Just being able to talk with numerous business owners has been extremely valuable to me as I continue to learn about how to be an asset for them personally.

What the biggest challenge you see family businesses face?
Obviously, the pandemic has changed many industries over the last year and will continue to impact the business landscape. Finding and retaining talented and hard-working employees seems to be a significant challenge to many of the businesses owners we work with. The return to a more 'normal', yet permanently different environment over the next few years will be yet another uncertain but opportunistic period for businesses to continue their evolution.

What is your all-time favorite book?
Strong Fathers, Strong Daughters by Dr. Meg Meeker. I have three daughters ages 12, 10, and 8, so I need all the advice I can get! For a finance-related read, one of my new favorites is The Psychology of Money by Morgan Housel. It encapsulates so many valuable behavioral money concepts that we work through with clients every day. Just an excellent book full of fantastic stories and perspectives.

What professional accomplishment are you most proud of?
Becoming a partner at Aspiriant.

What do you want business owners and family business leaders to know about your industry?
Our industry has evolved dramatically in the last 20 years in order to meet the needs of clients far beyond the limits of providing investment advice. Fee-only wealth advisory firms like ours, who are fiduciaries and do not sell products of any kind are uniquely positioned to serve as a point of coordination, education, and motivation for the families we serve. Our ability to prioritize and communicate clearly helps us ensure things are accomplished promptly and correctly.

Please tell us about yourself, your education, and background.
I grew up in a small, blue-collar town in central Wisconsin (Wisconsin Rapids), graduated from the University of Wisconsin-Madison with a degree in personal finance, and have worked in the wealth advisory industry in Wisconsin for my entire career. I have earned and maintain the certified financial planner, certified private wealth advisor, and accredited estate planner designations.

I have served in various non-profit volunteer roles with WisPACT (Wisconsin’s Pooled Special Needs Trust organization), Bethel Lutheran Church in downtown Madison, and the University of Wisconsin’s personal finance program advisory board.

My wife, three daughters, our English Bulldog and I live in Sun Prairie. I love driving my daughters around to their events and watching their various sporting events and activities. I love spending time outside golfing, skiing, fishing, hunting. I’m also a private pilot and am a member of the UW Flying Club.

Is there anything else you would like to tell us?
I am a proud Wisconsinite, and grateful to be involved with the FBC, helping family-owned businesses thrive and grow our economy.