Founded in 2004, myFamilyCFO, Inc. is a multi-family office and an SEC Registered Investment Adviser. The firm provides comprehensive and integrated financial planning, investment management, and advisory services. Their mission is to offer objective, customized advice to help affluent families manage the complexities of their wealth. They coordinate all aspects of their clients' financial lives, including investment strategy, tax planning, estate planning, and risk management, functioning as a central point of contact for all financial matters.

Founded in

United States