Who We Help
- Families whose wealth is spread across businesses, property, entities and investment accounts
- Families on the other side of a liquidity event who now have more to coordinate than to invest
- Families where one person holds all the knowledge and nobody else could step in
- Families supporting adult children, ageing parents, or both at once
- Families who have good advisers who have never spoken to each other
What the Relationship Covers
- One point of contact coordinating your attorney, CPA, insurance and banking relationships around a single plan
- The whole balance sheet — operating businesses, real estate, entities, private holdings and public markets
- Estate strategy coordinated with your attorney, with titling and beneficiaries kept current
- Multi-year tax planning across entities and generations, with your CPA
- Family governance, next-generation education and structured family meetings
- A document vault and complete balance sheet your family can reach
- A written continuity protocol, so nothing depends on one person being available
Who sits in the middle
Right now, you are the coordination.
Most families with good advisers still have one problem: the advisers report to the client, not to each other. Every handoff, every "did you tell the attorney?", every gap between the tax plan and the estate plan lands on the one person in the middle. That works until the day it has to work without them.
Today
You are the hub
Six relationships, six separate conversations, and only one person who has ever seen the whole picture.
With a Family CFO
We are the hub
The same advisers, still yours. We convene them, hold the whole balance sheet, and keep the plan intact whether or not you are available.
What We Don’t Do
- We don’t replace your attorney or your CPA — we coordinate with them
- We don’t charge a percentage that grows every year you succeed; the Family Office relationship is a flat, capped annual fee
- We don’t require every asset to move to us before we’ll coordinate it
- We don’t take over decisions — the family decides, we make sure the decision is informed
Frequently Asked Questions
What does a Family CFO actually do?
The same function a CFO performs for a company, applied to a family: holds the complete picture, coordinates the specialists, keeps the reporting current, and makes sure decisions are made with the whole balance sheet in view.
How is the fee structured?
Family Office relationships are engaged on one flat annual fee, capped, rather than a percentage of assets. Our other services are priced differently. Your actual fee is set out in your advisory agreement and Form ADV Part 2A.
Do we have to move our accounts?
No. Coordination does not require custody. Where consolidating makes sense we will say so, and where it doesn’t we won’t.
What happens to my family if something happens to me?
That is the point of the continuity protocol. The balance sheet, the documents and the adviser relationships already sit in one place your family can reach, so they continue with people who know the situation.
how it works, it isn’t secure. Live Your One Best Life
The brochure
Take it away with you.
For a family whose picture has outgrown one adviser — why a Family CFO, the two ways families arrive here, what the relationship covers, and the flat capped fee.
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Every plan begins with a complimentary, no-obligation conversation about your goals.
Schedule a ConsultationMy 360 Wealth Management Group, Global Retirement Partners and LPL Financial do not provide tax or legal advice. Please consult your tax advisor or attorney for guidance specific to your situation.
LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial.
Investing in mutual funds involves risk, including possible loss of principal. Fund value will fluctuate with market conditions and it may not achieve its investment objective.
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Investing involves risk, including possible loss of principal. There is no guarantee that the views or strategies discussed will be suitable for all investors, achieve desired results, or protect against loss. Investors should consult a financial professional to determine what may be appropriate for their situation.