Family CFO, Inc.

A Chief Financial Officer for you and your family.

We provide personalized, confidential, financial planning and investment management.

Perhaps your circumstances match one or more of our hypothetical clients described below... Please click on a photo to explore.

Mary is an executive at a technology company that went public recently. She holds an array of equity positions in the company: founders stock, non-qualified stock options (NQSOs), incentive stock options (ISOs), and RSUs.

Bill’s wife of many years died, and it was necessary to attend to a variety of estate planning, gifting, and investment issues.

Some of our clients had estate plans that mandated the funding of a bypass trust when the first spouse dies.

Rebecca is a venture capitalist with a high income who works in both the United States and a foreign country.

Jill was successful at a Silicon Valley technology company, and retired at age 55 with a $5 million IRA.

Sally and John retired with $10 million in assets from their work in technology. They need these assets to sustain them for the rest of their lives.

Have a look at our specialized services and see if they suit what you're looking for.


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