Business owners

Entrepreneurs' personal finances are quite different.

If you're an entrepreneur, personal finance isn't about putting your money in the market or a retirement plan and hoping for the best. It's also not about sacrificing one's quality of life. It's about having enough recurring money from cash flow to pay your basic needs, so you can swing for the fences in whatever you do and have peace of mind. You can do this by working on your finances as a team, having access to resources, getting second opinions, and bringing in professionals when something is broken or missing to get results and fix it.

We work with a limited group of business owners and wealthy families that have more than enough to meet their requirements and are searching for a personal CFO to offer them expert help in managing their financial affairs. These clients come to us because they are interested in our services.

Typical client objectives include the following:

  • Continue growing their wealth

  • Minimize income taxes

  • Protect their assets from being unjustly taken from them

  • Maximize the impact of their wealth on their family and/or the causes they care about

  • Ensure they’re making the right decisions in all aspects of their finances

Our clients got rich by working hard for a long time, delaying gratification, and taking calculated risks. As a result, they usually value taking good care of their assets more than spending too much or gambling with them. Above all, they want to ensure the fruits of their labor go toward meaningful ends.

Since your goals are closely tied to your values, we need to get to know you on a deep level so we can best serve you. Before we start a new relationship, we take the time to make sure that our approaches, processes, and philosophies are compatible. This allows us to ensure that we only work with people to whom we can add significant value. If we discover we aren’t a good match, we’ll kindly take the time to help you locate a better fit.

We invite you to learn more about our background to determine if we might be the right advisors for you.