A BUSINESS OWNER'S FAMILY CFO
As a Business Owner's Family CFO™, we integrate your advisor team as we build a strategic plan to achieve your financial goals. We would be honored to speak with you about your balance sheet strategy, investments, estate planning, or tax strategies.
WE UNDERSTAND YOUR BEST INVESTMENT IS YOUR BUSINESS AND YOUR GREATEST LOVE IS YOUR FAMILY
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.
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 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.