Our clients come from different businesses, backgrounds and cultures. The vast majority are self-made entrepreneurs who have a passion for growth and progress. Their best investment is their business, and greatest love is their family.

WHY BUSINESS OWNERS

Our specialization, serving business owners, allows us to deliver exceptional value above and beyond the traditional models of wealth management and family offices. We find that as a client’s wealth and complexity exceeds certain thresholds, so does their need for a more advanced and integrated service offering.

To qualify for client membership, we request the following:

1

New clients must be referred to AltruVista by an existing client, professional alliance (CPA, Attorney, Banker, etc.), professional organization (YPO, EO, Vistage, Strategic Coach, etc.) or trusted contact of the firm. A reference from one of these parties may also be sufficient.

2

New clients generally meet at least one of the financial criteria below:

  • Net-worth in excess of $20,000,000 (inclusive of business value)

  • Annual income in excess of $2,000,000 (EBIDTA + all income sources)

  • Portfolio assets in excess of $2,000,000

3

New clients under the age of 45 generally meet at least one of the financial criteria below:

  • Net-worth in excess of $10,000,000 (inclusive of business value)

  • Annual income in excess of $1,000,000 (EBIDTA + all income sources)

  • Portfolio assets in excess of $1,000,000

Before we engage a new client, we complete stage one of our process to ensure the right-fit. We pursue engagements where we are able to create significant value for our clients, utilize our firm's expertise, and enjoy a long-term relationship based on mutual trust.

Do You Need a Family CFO?
What are your primary objectives for investigating a Family CFO?
My personal balance sheet ncludes (select all that apply):
Do you have a financial plan that you are currently operating off of?
What is your current Net Worth (inclusive of business interests):
What advisers do you currently working with (select all that apply):
Do you have someone currently integrating your advisor team?
What is you current tax strategy?

Not sure if you're ready for a Family CFO? Take our quiz below!

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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.

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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.

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