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MyCFFO (Family Focused Office Services)

Investment Management | Retirement Planning | Corporate Retirement | Business Consulting


You’ve spent generations growing your wealth. Your family and wealth require structure. You deserve a CFFO.

Our MyCFFO program is designed to help you and your family preserve, protect and grow assets for generations. At its core, it is designed to help balance the competing needs of family members when there is substantial family wealth and business interests.

From prioritizing goals using a cross disciplinary approach to deliberate conversations surrounding your ambitions, we deliver value by providing a dedicated staff to manage all areas of your wealth. This dynamic relationship means we can implement efficient, impactful strategies quickly based on family decisions, political tensions or tax changes. Services include:

Wealth Management
Our client portal and designated single point of contact brings a truly integrated solution combining technology and live, personal care.

  • Financial and Investment Management
  • Tax Planning and Coordination
  • Consolidated Performance Reporting
  • Performance Measurement
  • Risk Monitoring and Impact Planning
  • Portfolio Manager Selection

Increase your giving and make a bigger impact by integrating your charitable endeavors into your overall financial plan.

  • Charitable Planning Strategies
  • Donor Advised Funds
  • Family Foundation Management

Business Planning
Put a plan in place for the growth and succession of your business, source and evaluate your exit options, and coordinate any tax planning matters.

  • Consulting
  • Succession Planning

Trust Company Services*
Learn the value of having an independent trustee to implement and oversee your trusts.

  • Access to Trust Companies
  • Tax Efficient Jurisdictions
  • Asset Protection

Legacy Planning
Have confidence that your interests will be maintained, your family will be cared for and appropriate decisions will be made on your behalf.

  • Estate Planning
  • Wealth Distribution Strategies
  • Risk Management
  • Asset Protection

Act as an advocate to strengthen the family’s vision through communication, education and relationship building.

  • Annual Family Meetings
  • Family Mission Statement
  • Generation Financial Education

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Remember: Success lies in planning. Success lies with MyCFFO.