What is a Family Office?
You've got big plans for how you want to live your life, but it's possible the decisions you're making with money don't line up with all those plans. Retirement? That's important, for sure, but there's also a lot to take care of in the meantime.
A family office helps busy families maximize their financial potential by organizing and coordinating everything that happens with their money. Cash flow, where to accumulate wealth, how you invest, taxes, how to structure debt, how to buy insurance, how to eliminate lost opportunity costs, how to increase the velocity of your money - a family office gives you a team to make it happen.
Since 2005, I've helped my clients achieve their full financial potential by serving as their Personal CFO.
We work together on your total financial situation - cash flow, savings, investments, credit cards, student loans, business planning, legacy planning, insurance, private placements & etc.
As a fiduciary, we work to optimize all areas in an unbiased manner and, as a result, the people I help are able to find more balance in their work, family, spiritual & financial lives.