Wealth that spans
generations.
Your Family CFO preserves wealth. Strengthens governance. Aligns generations.
Family office infrastructure. Fractional CFO leadership. Without the family office cost.
The Multi-Gen Challenge
Wealth without wisdom. Inheritance without preparation.
Fragmented Advice
Multiple advisors. No coordination. Paying for expertise without integration.
Unprepared Heirs
Inheriting wealth without wisdom. Burden instead of blessing.
No Governance
No process. No framework. Conflict without resolution.
Legacy is intentional.
Without integration: fragmented wealth, unprepared heirs, family conflict. Preventable.
Multi-generational wealth requires multi-generational thinking. Governance. Education. Alignment.
We help families build legacy that strengthens bonds across generations.
Governance
Family council, decision frameworks
Education
Next-gen preparation, stewardship
Protection
Estate planning*, asset protection
Values
Mission, philanthropy, legacy
Family Office Services
Preserve wealth. Prepare heirs. Build legacy.
Family Governance & Communication
Frameworks. Meetings. Values. Communication that works.
Estate Planning Coordination
Your CFO quarterbacks your estate team — coordinating with partners like WintersSpelman Law. Documents that reflect reality.
Charitable Planning & Legacy
Strategic giving. Tax-efficient. Values-aligned.
Next Generation Preparation
Educate. Involve. Prepare for responsible stewardship.
Wealth Transfer Strategy
Tax-efficient transfer. Family harmony preserved.
Advisor Coordination & Oversight
We quarterback your advisory team. Everyone aligned.
A team built for generations.
Multi-generational wealth requires multi-disciplinary expertise. We assemble and coordinate the specialized partners your family needs—aligned across generations, entities, and goals.
Family Discovery
Understand the full family picture—entities, generations, values, and complexity
Curate the Team
Bring in specialists who serve multi-generational families—not just individuals
Unify the Strategy
Every advisor works from one family playbook—across all generations and entities
Trust & Estate Attorneys*
Dynasty trusts, GRATs, ILITs, and multi-generational transfer structures. We coordinate with estate counsel who specialize in complex family wealth—ensuring documents evolve as your family does.
PartnerPhilanthropy & Foundation Advisors
Donor-advised funds, private foundations, charitable remainder trusts, and impact strategy. We connect your family with advisors who align giving with values—and optimize the tax benefit.
Family Governance Consultants
Family councils, decision-making frameworks, conflict resolution, and communication structures. We bring in governance specialists who help families make decisions together—not apart.
Tax & Accounting Specialists*
Multi-entity tax coordination, generation-skipping transfer strategies, and gift tax planning. CPAs who understand the interplay between trusts, entities, and individual returns across your entire family.
PartnerPrivate Banking & Fiduciary
Trust administration, custodial services, and private banking relationships. We connect your family with institutions equipped to serve multi-generational complexity—not just high balances.
Next-Gen Education & Mentorship
Financial literacy programs, stewardship mentoring, and gradual involvement in family wealth decisions. We bring in educators who prepare the next generation to be responsible stewards—not just beneficiaries.
Legacy isn't built by one advisor. It's built by a coordinated team that understands your family's values, complexity, and vision across generations. We assemble that team—and make sure everyone is rowing in the same direction.
Estimate Your Investment
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