A BUSINESS OWNER'S FAMILY CFO

 

 

 

As a Business Owner's Family CFO™, we integrate an existing advisor team as we build and execute upon a strategic plan to achieve your financial goals. We would be honored to speak with your business owner friends that need collaboration around their balance sheet, investments, estate planning or tax strategies.

Many see a wealth-planning firm as a manager of liquid investments. We find that the most valuable assets of entrepreneurs are their business and their vision.

 

Our process caters to this notion; and provides support to all areas of planning, including both illiquid and liquid assets.

WE UNDERSTAND YOUR BEST INVESTMENT IS YOUR BUSINESS

One of the biggest concerns for any business owner is the financial security of their loved ones. However, what may be equally important, and often overlooked, is the effective succession of their wealth to their loved ones. How will the next generation receive and meaningfully benefit from your legacy? Are you passing on your vision and values? What is your family model for effective continuity? Who will see the plan through completion?

WE UNDERSTAND THAT YOUR GREATEST LOVE IS YOUR FAMILY

WE UNDERSTAND YOU HAVE MANY EXISTING ADVISORS

When someone is referred to AltruVista they have already accomplished significant success. They usually have several plans already in place and have trusted advisors on whom they lean for guidance. The challenge is that they are in need of something that they are unaware exists; an integrated process that brings alignment between their goals, their plans, their advisors, and their family.

WE REPRESENT YOU AND YOUR INTERESTS, NOT A FINANCIAL INSTITUTION AND THEIR PRODUCTS

For the high-net-worth, you should never settle for anything less than a fiduciary model. If your advisor does not represent you, the collateral effect can be enormous. Independence and objectivity are cornerstones behind successful client experiences.

The latest guidebook from AltruVista, Choosing a Financial Advisor, is now available.

Download Our Business Owner's Guide To Choosing an Advisor 

Planning For The High-Net-Worth

Traditional wealth-planning is often segmented, with multiple advisors providing services independent of one another. Although the advisors may have the client’s best interests at heart, gaps can often exist between plans and strategies. Our Wealth With Purpose® planning process is designed to integrate those advisors to ensure alignment with your plan.

CFP Logo.png

AltruVista Offices

3555 Timmons Lane, Suite 915

Houston, TX 77027

Investment advisory services offered through AltruVista LLC, an SEC registered advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. AltruVista LLC is a separate entity from ValMark Securities, Inc.

Follow AltruVista

Become an AltruVista Insider

  • Twitter
  • Facebook
  • LinkedIn - Grey Circle

Join our mailing list to stay current on new content and upcoming events from AltruVista.

AltruVista is credentialed by the Certified Financial Planner Board of Standards, Inc., the recognized standard of excellence for competent and ethical personal financial planning.

©2016 AltruVista LLC. All rights reserved.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Are you an AltruVista client? Login

Broker Check logo.png