HOW IT WORKS

Watch Our Presentation

A family office serves a similar purpose to wealthy families as a CFO serves a company. We oversee everything, provide leadership and direction to you, your family and your team.

The main benefits come from a deep understanding of your situation and goals, a shift in focus onto managing your family’s balance sheet, and significant cost efficiencies gained from streamlining efforts.

We’ve prepared a detailed presentation outlining our approach. You’ll need about 12 minutes to review it.

We assume you’ll still have questions after you watch the presentation. We’re happy to answer them. We also have a FAQ section you may wish to review as well as a whitepaper to download.

However, if you’d rather speak with someone directly, please contact us and schedule a meeting.

We’ll answer all your questions and treat you to an espresso or cappuccino from our vintage Italian machine.

We’re not Starbuck’s but we try to make meetings pleasant.

  • LEARN HOW A FAMILY OFFICE WORKS

    Take Control of Your Future

  • DO I NEED A FAMILY OFFICE?

    Take Our Self Assessment Survey

  • SEE HOW A FAMILY OFFICE WORKS

    Watch Our 12 Minute "How To" Video

  • SHARE US WITH YOUR SPOUSE

    Download Our Summary Brochure

ASK ABOUT OUR

Service Guarantee

What can a fee-only Net Worth Advisor give
you that you are not getting elsewhere?
Peace of mind.

 

What can a fee-only Net Worth Advisor give
you that you are not getting elsewhere?
Peace of mind.

ASK ABOUT OUR Service Guarantee

Request Your Free Consultation Today!