OPTIMISTIC|realistic

By asking "What could go wrong?" we create reality-based plans that help you realize your dreams and life goals.

What We Do

Personal CFO: Family Office Services for Regular Families

Personal CFO is an innovative service model option for clients who face significant financial complexities and or seek a level of assistance with planning coordination and implementation that traditionally had been available only to the ultra-wealthy through dedicated family offices.

Personal CFO clients seek continuous stewardardship of the entire balance sheet, encompassing planning and supervision relating to illiquid assets, such as employee stock option planning, private equity, and investment real estate, as well as effective debt management, tax, and charitable gifting strategies. The compensation model reduces conflicts around who is managing what money and instead focuses on the existence of an overarching plan and risk management strategy.  

The CFO service also involves a high level of coordination with clients’ outside advisory team, as well as hands on implementation of planning initiatives. We help clients create optimal plans, but then roll up our sleeves to help get them done so you can focus on the things most important to you.

When problems or opportunities arise and when they are faced with life’s important financial decisions, clients can count on us for unbiased, objective advice that is not influenced by commissions or even asset management fees. Personal CFO exemplifies our belief that a fee-based model reduces advisory conflicts of interest and promotes unbiased advice.

About Us

PRIVATE CLIENT PORTAL

401K PLANS

Thinking Aloud Blog

In today’s letter we share some perspectives on inflation, and the re...

Contact Us

30 Monument Square
Suite 101
Concord, MA 01742
978-287-5151
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