Family Office · Exit Planning
A wealth manager sees a slice of your wealth.
Your Family CFO sees all 360° of it.
For owners whose wealth is still inside a business, and for the families who come out the other side of a sale. One relationship that begins years before the transaction and continues long after it — and continues with your family, not just with you.
Two ways families end up here
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
You own a business you will one day sell
For most owners the business isn’t part of the balance sheet — it is the balance sheet. One illiquid asset you cannot diversify and can convert to cash only once.
Nearly everything that determines what you keep is decided years before a buyer is in the room.
The other door
Your wealth outgrew a single adviser
Real estate in three states, a business or two, trusts your parents set up, a foundation, an attorney, two CPAs and a banker — all competent, none of them talking to each other, and you in the middle holding it together.
The test isn’t a dollar figure. It’s whether anyone other than you understands how the whole thing fits together.
What is a family office — and why does it exist?
When wealth grows past a portfolio, the hard part isn’t investing — it’s coordination: the entities, taxes, properties, advisers and generations. The family office was invented to carry that burden.
1882
The private office
John D. Rockefeller hires a full-time staff to run his family’s entire financial life — investments, taxes, giving, and the affairs of generations to come. The family office is born, led by what amounts to a chief financial officer for the family.
1900s
Sharing the office
Great families begin sharing offices to split the cost — the first multi-family offices. But running one still takes a dedicated staff and seven figures a year, so the doors stay open only to the largest fortunes.
Today
It becomes a relationship
Technology and a coordinated network of specialists let one firm deliver the same function without the payroll. The role at the centre — the Family CFO — is what My 360 provides.
What once took a staff of dozens now takes the right one relationship. The purpose hasn’t changed since 1882: the office carries the burden, so the family is free to focus on the life they’ve built.
Business Owners · CEPA
Exit Planning
For most owners the business isn’t part of the balance sheet — it is the balance sheet. Nearly everything that determines what you walk away with is decided in the years before a buyer is ever in the room.
Before — three to five years out
What the business is worth, whether it and you are ready, and the value, tax and estate work that only counts this far ahead of a letter of intent.
During the transaction
One seat accountable to your family rather than to the deal — alongside your banker, attorney and CPA, modelling structures against your after-tax outcome.
After the sale
An investment plan for a number that now has to last permanently, tax execution in the year of sale, and an estate plan rebuilt for a new balance sheet.
For the generation after
This is where the work becomes a Family CFO relationship — which is what the rest of this page is about.
Your banker leaves at closing. Your wealth manager arrives afterward and never knew the business. Led by a Certified Exit Planning Advisor, we’re in all four rooms.
See everything included
Before the sale
- Business valuation and value-gap analysis
- Exit readiness assessment — business and personal
- Value acceleration planning
- Reducing owner dependence and customer concentration
- Financial reporting and quality-of-earnings preparation
- Your number: what the sale has to produce
Structuring ahead of a deal
- Pre-sale tax structuring
- Asset versus stock sale modelling
- Installment sales and seller financing
- QSBS and entity structuring considerations
- Pre-sale gifting and trust structuring
- Charitable vehicles — CRT, CLT, donor-advised funds
During the transaction
- Deal team coordination — banker, M&A attorney, CPA
- Quality-of-earnings provider coordination
- Deal structures modelled to your after-tax outcome
- Rollover equity, earn-outs and seller notes analysis
- Keeping the personal plan moving through the deal
After the sale
- Deployment of proceeds and income planning
- Concentrated buyer-stock strategies
- Estate plan rebuilt for the new balance sheet
- Year-of-sale tax execution
- Succession to family, partners, ESOP or management
- Transition into the Family CFO relationship
Your Family CFO
Family Office & 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.
We’re in the middle, not you
You have talented advisers. What you don’t have is one person at the centre connecting them. Nothing has to be in-house and nothing has to change — you stay the CEO, we’re your CFO.
The whole balance sheet
Businesses, real estate, investments and entities in one consolidated view, rather than only the accounts we happen to manage.
Estate strategy, coordinated
We work alongside your estate attorney so the documents, the beneficiary designations and the account titling all point the same way — and get revisited when your circumstances change.
Tax, across years and entities
Multi-year planning with your CPA across the family and its entities — not a return filed in isolation each spring.
Your family, not just your assets
Financial concierge, family governance, next-generation education, and philanthropy with a structure behind it.
Continuity, arranged in advance
If something happens to you, your family doesn’t start over with strangers. They already have the relationship, the plan and the access.
Today
You’re in the middle
You coordinate every adviser yourself — holding it all in your head, chasing everyone.
With My 360
We’re in the middle
You deal with one person for everything — and if something happens to you, your family already has that relationship.
A wealth manager’s relationship ends with you. A Family CFO’s continues with your family. One flat annual fee, capped, for Family Office relationships.
See everything included
The balance sheet
- Consolidated family balance sheet reporting
- Investment management across every account and entity
- Private and alternative manager oversight
- Post-liquidity diversification
- Cash and liquidity management across entities
- Real estate and private holdings tracked alongside the rest
Structure
- Trust funding and estate document review
- Estate strategy coordinated with your attorney
- Trust funding — making sure titling matches the documents
- Trustee selection and trust company coordination
- Multi-year tax planning across entities and family members
- Business valuation, exit and succession — CEPA-led
- Insurance and liability review across the whole picture
- Foundations and donor-advised funds
Coordination
- A Family CFO as your single point of contact
- Financial concierge — one call, handled and reported back
- Your attorney, CPA, insurance agents and lenders kept aligned
- Vetted specialists introduced where you are missing one
- One consolidated conversation instead of many
The family
- Family governance and decision-making structure
- Family meetings run by someone who is not family
- Next-generation education
- Continuity access, arranged in advance
- Family and adviser permissions in the My 360 Portal
One flat fee. Capped.
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 and we set that out plainly before you engage us. The chart is a 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.
Held to the highest standard
Our mission is to empower our clients and their families to live their one best life, through education and trusted advice. We are an independent practice and act as fiduciaries on the advice we give.
CFP®
Certified Financial Planner™
Verify →AIF®
Accredited Investment Fiduciary
Verify →CEPA
Certified Exit Planning Advisor
Verify →Pierre M. Movsessian, MBA, CFP®, AIF® and his dedicated team, together with a network of leading attorneys, CPAs and specialists.
The Next Step
Start with what it’s worth.
If you own a business, the first conversation is usually about one number: what it is actually worth today, and what your family would need it to be worth. It costs you an afternoon and it reframes everything else.
If you have already sold, or your picture has simply grown too complex for one adviser, the first conversation is about where the gaps are in how it is handled now.
500 N. Brand Blvd, Suite 2120, Glendale, CA 91203
Descriptions of services and of who they are built for are general and are not eligibility criteria, recommendations, or an offer of services. Fee descriptions are general; actual fees are set out in your advisory agreement and in Form ADV Part 2A. 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. Comparisons describe common industry practice; individual firms vary. Pierre Movsessian CA Insurance #0B65327.