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 ManagementOur client portal and designated single point of contact brings a truly integrated solution combining technology and live, personal care.
PhilanthropyIncrease your giving and make a bigger impact by integrating your charitable endeavors into your overall financial plan.
Business PlanningPut a plan in place for the growth and succession of your business, source and evaluate your exit options, and coordinate any tax planning matters.
Trust Company Services*Learn the value of having an independent trustee to implement and oversee your trusts.
Legacy PlanningHave confidence that your interests will be maintained, your family will be cared for and appropriate decisions will be made on your behalf.
GovernanceAct as an advocate to strengthen the family’s vision through communication, education and relationship building.
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.