At Family CFO, our most important objective in resolving conflicts within wealthy families across multiple generations is to maintain both the family's financial assets as well as the positive family dynamics. One other area of focus is we advocate for our clients needs and help them to navigate through difficult situations by being the voice of reason and educating them about those issues.
Big family wealth creates intra-family dynamics with unique challenges. As helpful as money is, it can also complicate family relationships by amplifying friction, distance, and disconnection between family members. Often families throw money at the problem in an attempt to resolve the issues without ever addressing the underlying causes. But when push comes to shove, you can't fire your family like you can an employee. The wounds from past hurts is the underlying cause of family upset, and that is where we focus. Once that happens, a new future can be created.
Indeed, you can have great investments, but if the family is coming apart due to jealousy, entitlement, spendthrift heirs, bad influences, blended families or sibling rivalries, it can throw a huge monkey wrench in everything you had envisioned.
We specialize in forestalling potential conflicts by assisting families to establish governance structures and processes to guide their decision-making. We understand the importance of defusing issues that have already developed by providing neutrality and a safe space for difficult conversations to occur. This goal is most effective with our team of relationship experts partnering with you as a family as well as one-on-one.
We are honored to be a resource to families in any situation. We can support you as you oversee your finances and help your family operate the way you have always hoped. Without a doubt, you can have all the money in the world. Unfortunately that money can become a source of discontent without family UNITY and ALIGNMENT. That is the heart of the family business. The future we help you live into is by educating ALL family members, empowering them to have a voice, make their own decisions and advocating for them when everything is coming at them and the solution presented by a professional might not fit the families vision.
With Family CFO, you always have a team here to help.
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.
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? You will always be at a disadvantage to areas you know nothing/very little about. When something is presented to you by a professional, how do you know that solution matches what your needs are? Not to mention the 50 other potential options you may not know about. We advocate for a solution that will fit for the entire family.
Going through a divorce is hard enough. 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. We also bring in experts to help as needed to leave you feeling confident no matter the circumstances.
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.
CEO for Family CFO, Educator, Speaker, Author, & Negotiator
Relationship & Family Experts
Bookkeeping, Operations, & Administration
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, 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 University of California Berkeley, 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 "7 Mistakes Millionaires Make". 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.
Over the last 20+ years, this Summit has always been offered in partnership with a prestigious university at costs ranging from $895 to $1,9...
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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. 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 and Sustainable Family Wealth Summit course is solely intended to be an educational resource. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services.