Fractional CFO oversight for your business and your family. Fortune 500 infrastructure. Boutique stewardship.
Business and personal wealth under one CFO-level strategy. No more fragmented advice from disconnected advisors.
The strategic oversight of a full-time CFO—applied to both your business and your household. Priced on complexity, not assets.
Family office infrastructure without the family office cost. Your fractional CFO quarterbacks every advisor, every decision, every quarter.
Every dimension of your financial life. One CFO. One strategy.
Your portfolio. Your goals. One strategy.
Business structure meets personal wealth.
Proactive strategies. Minimized liability.
Protect it. Transfer it. Efficiently.
Safeguard what you've built.
Wealth that spans generations.
CFO-level stewardship built around your life—not a product shelf.
Equity compensation, concentrated stock, and multi-year tax strategies—priced on sophistication, not assets.
Business and personal wealth integrated. Exit planning, QSBS optimization, and liquidity event coordination.
Family governance, next-generation education, and multi-generational wealth stewardship.
"We don't manage money—we serve as your family and business CFO. Every decision, every advisor, every quarter—coordinated toward the life you're building."
Jay Young
Founder & Managing Partner
Markets shift. Tax laws change. Life happens. A good CFO doesn't react—a good CFO anticipates.
Volatility, interest rates, economic cycles
Code changes, new regulations, deadlines
Marriage, children, retirement, health
Wealth transfer, succession, governance
Insurance, liability protection, and contingency planning form your outermost defense.
Proactive tax optimization across income, capital gains, estate, and business structures.
Trusts, succession plans, and wealth transfer strategies that preserve your legacy.
At the center: your assets, your goals, your family's future—protected at every layer.
Risk, tax, and estate strategies work as one integrated system—not siloed services.
We monitor market shifts, policy changes, and life transitions before they become problems.
Uncertainty creates openings. We help you capture them while others react.
"Finally, someone who understands that my business and personal finances aren't separate. The integrated approach saved me six figures in taxes the first year."
Tech Founder
Series B, $50M+ valuation
"I was paying 1.2% AUM to a wealth manager who never talked about my RSUs, ISO timing, or 83(b) elections. This is actual CFO-level planning."
VP of Engineering
Fortune 500 tech company
"Our family had five different advisors with no coordination. Now we have governance, clarity, and the next generation is actually engaged in wealth stewardship."
Multi-Generational Family
$25M+ net worth
"The complexity-based pricing model finally makes sense. I'm paying for planning sophistication, not a percentage of assets I could manage myself."
Healthcare Executive
C-Suite, Regional Hospital System
"They helped us structure my wife's business sale to minimize taxes and integrate the proceeds with our existing portfolio. Seamless coordination."
Business Owner Couple
$15M liquidity event
"The quarterly CFO sessions keep us on track. It's like having a board meeting for our family's financial life."
Private Equity Partner
Managing Director
"After selling my company, I needed someone who understood both the emotional and financial complexity. They delivered on both."
Exited Founder
$30M+ exit
"The estate planning coordination alone was worth the consultive fee. Our attorney, CPA, and advisor finally speak the same language."
Real Estate Developer
Multi-state portfolio
"I appreciate that they don't push products. The advice is genuinely in our family's best interest."
Physician Family
Dual-income specialists
"The 83(b) election timing saved us over $200K. That's the kind of proactive planning I was missing."
Startup CTO
Pre-IPO company
"Managing wealth across three generations requires a different approach. They understand family dynamics, not just numbers."
Family Patriarch
Third-generation wealth
"The institutional infrastructure behind the scenes gives us confidence, but the service feels completely boutique and personal."
Retired Executive
Fortune 100 company
"Finally, someone who understands that my business and personal finances aren't separate. The integrated approach saved me six figures in taxes the first year."
Tech Founder
Series B, $50M+ valuation
"I was paying 1.2% AUM to a wealth manager who never talked about my RSUs, ISO timing, or 83(b) elections. This is actual CFO-level planning."
VP of Engineering
Fortune 500 tech company
"Our family had five different advisors with no coordination. Now we have governance, clarity, and the next generation is actually engaged in wealth stewardship."
Multi-Generational Family
$25M+ net worth
"The complexity-based pricing model finally makes sense. I'm paying for planning sophistication, not a percentage of assets I could manage myself."
Healthcare Executive
C-Suite, Regional Hospital System
"They helped us structure my wife's business sale to minimize taxes and integrate the proceeds with our existing portfolio. Seamless coordination."
Business Owner Couple
$15M liquidity event
"The quarterly CFO sessions keep us on track. It's like having a board meeting for our family's financial life."
Private Equity Partner
Managing Director
"After selling my company, I needed someone who understood both the emotional and financial complexity. They delivered on both."
Exited Founder
$30M+ exit
"The estate planning coordination alone was worth the consultive fee. Our attorney, CPA, and advisor finally speak the same language."
Real Estate Developer
Multi-state portfolio
"I appreciate that they don't push products. The advice is genuinely in our family's best interest."
Physician Family
Dual-income specialists
"The 83(b) election timing saved us over $200K. That's the kind of proactive planning I was missing."
Startup CTO
Pre-IPO company
"Managing wealth across three generations requires a different approach. They understand family dynamics, not just numbers."
Family Patriarch
Third-generation wealth
"The institutional infrastructure behind the scenes gives us confidence, but the service feels completely boutique and personal."
Retired Executive
Fortune 100 company
"The integration between my law practice and personal investments finally makes sense. No more siloed advice."
Managing Partner
Regional Law Firm
"They caught a $150K tax optimization opportunity my previous advisor completely missed. Paid for years of consultive fees in one move."
Sales Executive
Enterprise Software
"The family governance framework has transformed how we make decisions together. Priceless for our family harmony."
Second-Generation Owner
Manufacturing Business
"I finally understand my equity compensation. The decision framework they built has removed so much stress."
Product Director
FAANG Company
"The charitable giving strategy alone has made a massive impact. We're giving more effectively than ever."
Philanthropic Family
Private Foundation
"After three wealth managers who just wanted to sell products, finding a true fiduciary was refreshing."
Surgeon
Academic Medical Center
"The business succession planning gave us clarity we've needed for years. Our children now understand the path forward."
Family Business Owner
Third-generation company
"They coordinate everything—insurance, investments, estate documents, tax strategy. I have one number to call."
Busy Executive
Travel 200+ days/year
"The risk management review uncovered gaps in our coverage we didn't know existed. Could have been catastrophic."
Construction Company Owner
$20M+ revenue
"My RSU vesting schedule is now optimized with my tax situation. Simple concept, but no one else connected the dots."
Engineering Manager
Public Tech Company
"The next-gen education program has our kids engaged in family wealth for the first time. They're actually interested."
Wealth Creator
First-generation affluent
"Having a CFO-level thinker on our side has changed how we approach every major financial decision."
Dual-Executive Household
Combined $2M+ income
"The integration between my law practice and personal investments finally makes sense. No more siloed advice."
Managing Partner
Regional Law Firm
"They caught a $150K tax optimization opportunity my previous advisor completely missed. Paid for years of consultive fees in one move."
Sales Executive
Enterprise Software
"The family governance framework has transformed how we make decisions together. Priceless for our family harmony."
Second-Generation Owner
Manufacturing Business
"I finally understand my equity compensation. The decision framework they built has removed so much stress."
Product Director
FAANG Company
"The charitable giving strategy alone has made a massive impact. We're giving more effectively than ever."
Philanthropic Family
Private Foundation
"After three wealth managers who just wanted to sell products, finding a true fiduciary was refreshing."
Surgeon
Academic Medical Center
"The business succession planning gave us clarity we've needed for years. Our children now understand the path forward."
Family Business Owner
Third-generation company
"They coordinate everything—insurance, investments, estate documents, tax strategy. I have one number to call."
Busy Executive
Travel 200+ days/year
"The risk management review uncovered gaps in our coverage we didn't know existed. Could have been catastrophic."
Construction Company Owner
$20M+ revenue
"My RSU vesting schedule is now optimized with my tax situation. Simple concept, but no one else connected the dots."
Engineering Manager
Public Tech Company
"The next-gen education program has our kids engaged in family wealth for the first time. They're actually interested."
Wealth Creator
First-generation affluent
"Having a CFO-level thinker on our side has changed how we approach every major financial decision."
Dual-Executive Household
Combined $2M+ income