Partners &
Platforms
One CFO. Many trusted perspectives. Your CFO coordinates a network of specialists to address every dimension of your financial life.
Your Financial CFO
Complex financial scenarios demand specialized expertise. When the need is clear and the alignment is exact, your CFO introduces specialists from our trusted network. Your role is to dream big. Ours is to bring clarity and assemble the team that will make that vision a reality—with thoughtful coordination built around your life, your goals, and your values.
Trusted Partners
WintersSpelman Law PLLC
Family Planning, Irrevocable Estate Planning & Tax StrategyWintersSpelman Law brings deep expertise in irrevocable estate planning, family wealth transfer, and tax strategy. They work alongside our team to structure trusts, protect assets across generations, and ensure your estate plan evolves as your family does.
Focused Energy
Accounting, Fractional CFO & Controller ServicesFocused Energy delivers fractional CFO, controller, and accounting services that integrate directly with our wealth planning. They bring financial clarity to your business operations so every decision—personal and professional—is grounded in accurate, real-time data.
Legal & Estate Planning
Attorneys specializing in estate planning, trusts, and business law to protect your legacy.
Legal & Estate Planning
We connect you with elite estate planning attorneys who craft wills, trusts, and succession plans that protect your assets and ensure your wishes are honored across generations.
Tax Strategy & Accounting
CPAs, fractional CFOs, and tax specialists who optimize your position across all entities.
Tax Strategy & Accounting
Our tax and accounting partners analyze your complete financial picture—business and personal—to minimize tax liability through strategic planning, entity structuring, and proactive year-round optimization.
Risk Management
Insurance specialists ensuring comprehensive protection for you, your family, and your business.
Risk Management
We coordinate with insurance specialists to ensure proper coverage for life, disability, liability, and business risks—protecting what you've built from unexpected events.
Business Advisory
Consultants who help structure, grow, and eventually transition your business interests.
Business Advisory
Our business advisors help you optimize operations, plan for growth, and prepare for eventual exit—maximizing the value of your life's work when it's time to transition.
Philanthropy
Advisors who help you maximize impact through strategic charitable giving and foundation management.
Philanthropy
We partner with philanthropic advisors to structure your giving for maximum impact—from donor-advised funds to private foundations—while optimizing tax benefits.
Alternative Investments
Access to private equity, real estate, and other alternative investment opportunities.
Alternative Investments
We provide access to institutional-quality alternative investments typically reserved for endowments and ultra-high-net-worth families—diversifying beyond traditional markets.
Trusted Platforms
RightCapital
Next-generation financial planning software that models your entire financial life. We use RightCapital to run scenarios, stress-test plans, and show you exactly how decisions impact your future.
Morningstar
Independent investment research trusted by institutions worldwide. We use Morningstar's data and analytics to evaluate investments objectively and build portfolios based on rigorous analysis.
Holistiplan
Award-winning tax planning software that analyzes your returns to find optimization opportunities. We use Holistiplan to identify tax-saving strategies you might be missing.
Valur
Sophisticated tax planning tools for high-income earners. We leverage Valur to implement advanced strategies like Charitable Remainder Trusts and Qualified Opportunity Zone investments.
Vanilla
Estate planning software that simplifies complex legacy planning. We use Vanilla to visualize your estate structure, identify gaps, and ensure your wealth transfers according to your wishes.
RISR
Business succession planning platform for founders and business owners. We use RISR to help you plan your exit strategy and maximize the value of your business transition.
CAIS
Leading alternative investment platform with access to hedge funds, private equity, and structured products. We use CAIS to bring institutional-quality alternatives to your portfolio.
iCapital
Access to private markets including private equity, private credit, and real assets. We use iCapital to diversify your portfolio with investments previously available only to institutions.
Evolve Lending
Innovative securities-based lending solutions. We use Evolve to help you access liquidity against your investment portfolio without triggering taxable events.
Envestnet
Unified wealth management platform for portfolio construction and reporting. We use Envestnet to provide consolidated views of your wealth and institutional-quality portfolio management.