ABOUT US
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.
HOW WE CAN HELP YOU
FAMILY & ORGANIZATIONAL DYNAMICS
FAMILY & ORGANIZATIONAL DYNAMICS
FAMILY & ORGANIZATIONAL DYNAMICS
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.
FAMILY BUDGETING & ACCOUNTING
FAMILY & ORGANIZATIONAL DYNAMICS
FAMILY & ORGANIZATIONAL DYNAMICS
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.
FAMILY ADVOCATE
FAMILY & ORGANIZATIONAL DYNAMICS
COMPLEX DIVORCE CASES
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.
COMPLEX DIVORCE CASES
WEALTH PRESERVATION & PHILANTHROPIC IMPACT
COMPLEX DIVORCE CASES
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.
DIRECT INVESTMENT EDUCATION
WEALTH PRESERVATION & PHILANTHROPIC IMPACT
WEALTH PRESERVATION & PHILANTHROPIC IMPACT
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.
WEALTH PRESERVATION & PHILANTHROPIC IMPACT
WEALTH PRESERVATION & PHILANTHROPIC IMPACT
WEALTH PRESERVATION & PHILANTHROPIC IMPACT
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.
THE FAMILY CFO TEAM
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WALTER C.
CEO for Family CFO, Educator, Speaker, Author, & Negotiator
TIFFANY M.
Operations, Business Development, Client Relationship Manager, Design, Marketing, & Event Planning
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JOCELYN & AARON F.
Relationship & Family Experts
TODD D.
Forensic Auditor
JOHN R.
Attorney
OLIVIA H.
Marketing Intern
KAITLIN B.
Bookkeeping, Operations, & Administration
RENEE K.
Property Manager
