Personal CFO Services
As our clients continue in their journey from traditional planning, they tend to find that life becomes more complicated.
In our fiduciary role as Personal CFO, our clients take on a partner in strategizing, decision making, analysis and matters of cash flow. We attend meetings with CPA's, attorneys and other advisors in order to ensure a cohesive plan and outcome.
We offer a robust wealth management platform with emphasis on responsible growth and tax minimization strategies.
Personal CFO clients begin to broach the subjects of family governance to prepare the family for greater wealth in the days ahead.
This service is generally fitting for clients with 3-10M of total net worth.