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Our dedicated team at Family CFO we typically help families that fall into sudden wealth, through divorce, inheritance, stock options vesting and business transactions. We educate you and then we help you form your dream team of financial professionals to help you attain your financial needs and goals.
Our team of dedicated professionals partners with you and your advisors to become “extensions” and "advocates" of your family, by working together to deliver transparent, high-quality services, and solutions so you and your family can enjoy your life to the fullest and not be stressed!
Walter spent 20 years in the investment management industry, providing financial and investment advice to wealthy clients. During his time in corporate America, he noticed a recurring pattern of dysfunction within the families he served. He decided to start a company that focused on improving family dynamics, and being a family advocate, and has a deep understanding of the financial and direct impact in both those areas. Thus, Family CFO was born.
As an industry insider, Walter brings a comprehensive understanding of finances and financial products. He combines that with a remarkable aptitude for conflict resolution. As a result, he is able to convey complex financial information in a manner that each member of the family can understand, while also helping families deal with the ramifications of financial decisions.
Walter has spent 18 years as an adjunct financial educator teaching at prestigious universities around the world, including the University of California Berkeley, the University of California Los Angeles, Arizona State University, DePaul University, Texas Christian University, University of Nevada Las Vegas, University of San Diego, University of California Santa Cruz, University of California Davis, and Tecnológico de Monterrey.
He has spent most of his career studying the keys to a sound investment process, educating others about financial literacy, and helping clients establish necessary structures within their families. He is also the author of the upcoming book "Overcoming The Big Mistake". Most of all, Walter is committed to communicating and teaching the many lessons he and others have learned in the quest for wealth and happiness—keeping wealth without losing oneself or losing loved ones.
Families often struggle with how to navigate, negotiate, and select from the endless options that are presented to “solve their problems.” Wealth creators are at an inherent disadvantage to the industry because they create their wealth in an industry other than financial. Walter and his team are experienced professionals who provide sanity, control, and systems to the complex affluent family. He can bring independence, cost control, and simplicity to you and your family.
We will provide a comprehensive strategy and implement systems to manage critical financial information. Family CFO takes a proactive, professional approach that will help manage your family’s financial affairs, educate family members, and build the family empire.
Who is your advocate when everything is coming at you? Going through a divorce is hard enough or maybe a big business transaction. You will always be at a disadvantage in areas you know nothing/very little about. We provide an experience that will leave you feeling calm and educated on your rights. Advocating on your behalf and helping to negotiate settlements is our specialty.
Most people know that the point of any real estate investment is to make money. So it also stands to reason that anything a hired property manager might do that negatively affects our bottom line will naturally trigger all sorts of legitimate questions.
We can provide the best education on the pros and cons of self-management vs. property management and personalize it to your needs.
Large families have the ability to invest directly in various assets such as Real Estate, Private Equity, and Private Credit. Our company can allow you to have direct access, and education which will provide you with greater control and reduced fees.
At Family CFO, we understand how to help you produce a longevity of wealth that lasts for generations.
As individuals give, they want to make sure their money has a direct impact in the areas they care about. Crafting a generous plan for giving is essential for a family legacy.
Quarreling kin, beneficiaries, second marriages and unfriendly family members aren't only on TV shows. These characters frequently turn up in families that can make home arranging challenging for family units with high-total assets and super high-total assets.
CEO and founder of Family CFO, Educator, Speaker, Author, & Negotiator
Accounting Controller, Administration, and Operations
Chief Legal Officer
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Family CFO, LLC, and our staff. The material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your personal advisor prior to implementation.
Family CFO is not a brokerage or registered investment advisory firm, and we do not sell investment products or provide investment advice for compensation.
The Family CFO, the 7 Mistakes Millionaires Make Course, and the Sustainable Family Wealth Summit course is solely intended to be an educational resource. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services.