myFamilyCFO provides financial planning and wealth management services. They use a framework called Your FuturePresent™ Story to help clients visualize their future and make better decisions today. This includes planning for longevity, money management, family income tax, and business transition. They offer a modular format to address specific areas of interest or concern. Clients decide which investment recommendations to accept and implement.
Assets Under ManagementN/A
Clients19
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
myFamilyCFO does not directly manage investments. They may recommend third-party investment advisors to manage a portion or the entire portfolio. myFamilyCFO's role is usually limited to making the referral and monitoring the performance of the third-party advisor.
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