III · Family Office
Our Mission
— Pierre M. Movsessian
Our mission is to empower our clients and their families to live their one best life, through education and trusted advice.
We act under a fiduciary standard of care and put your interests first. We review where you stand, learn what you’re working toward, and build a plan to chart the path.
Who we serve — four quarters of one circle
Why a Family CFO
You’ve built something remarkable. But if you’re the only one who knows how it all works, you haven’t really secured it.
Your spouse and children shouldn’t have to reassemble your financial life from scratch if you’re suddenly not there. We work alongside your attorney, CPA, insurance agents and every other adviser — and we hold the entire picture. If something happens to you, your family doesn’t start over with strangers.
A wealth manager’s relationship ends with you. A Family CFO’s continues with your family.
Who This Is For
It’s rarely a decision about size. It’s almost always a moment — either a liquidity event that changes everything at once, or a slow accumulation of advisers until nobody is holding the whole picture.
The most common door
Overnight your wealth stops being one illiquid asset you control and becomes a liquid balance sheet that has to last permanently. The tax year of the sale, the estate plan, the charitable decisions and the investment plan all land at once — and the people who ran the transaction are gone.
We’re usually already there. Our exit planning work begins years before a sale and rolls directly into this relationship.
The other door
Real estate in three states, an operating business or two, trusts your parents set up, a foundation, an attorney, two CPAs, an insurance agent and a banker — all competent, none of them talking to each other, and you in the middle holding it together.
Complexity, not a threshold. The test isn’t a dollar figure. It’s whether anyone other than you understands how the whole thing fits together.
What The Relationship Covers
The balance sheet
The structure
The family
Nothing has to be in-house, and nothing has to change. We work with the advisers you already have. You stay the CEO — we’re your CFO: delegate the legwork, never the control.
How Family Office Relationships Are Priced
Most advisers charge a percentage of your assets — so every year you succeed, you pay them more for the same work. Family Office relationships are engaged on one flat annual fee, capped.
A percentage fee grows every year you succeed. Ours doesn’t.
This flat, capped structure applies to Family Office relationships; our other services are priced differently. Hypothetical illustration against a 1% asset-based fee; not a quote. Your actual fee is set out in your advisory agreement and in Form ADV Part 2A.
The Rest of the Circle
The Family CFO relationship usually follows something — a sale, a death, a picture that simply outgrew one adviser. These are the other three quarters.
Investment management and planning for families building and protecting what they have.
For owners whose wealth is still inside a business — before, during and after the sale.
Retirement plans and benefits for employers — and how we meet most business owners.
Ask us for the brochure on any of these, or see all four together at my360wealth.com.
Why My 360
Certified Financial Planner™ — the profession’s gold-standard credential for comprehensive planning.
Accredited Investment Fiduciary — training in fiduciary responsibility and prudent investment practices.
Legally and ethically bound to put your interests first on the advice we give.
Pierre M. Movsessian, MBA, CFP®, AIF®, and his dedicated team — together with a network of leading attorneys, CPAs and specialists.
Office
500 N. Brand Blvd, Suite 2120
Glendale, CA 91203
Reach us
818.547.4720
service@my360wealth.com
www.my360wealth.com
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC dba My 360 Wealth Management, a registered investment advisor and separate entity from LPL Financial.
My 360 Wealth Management Group, Global Retirement Partners and LPL Financial do not provide tax or legal advice. Please consult your tax advisor or attorney. LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Pierre Movsessian CA Insurance #0B65327. Business valuation and exit planning services are educational and planning in nature and are not an appraisal, a fairness opinion, or a solicitation to buy or sell a business.