Your Family CFO

One of the toughest aspects of managing significant wealth is ensuring your finances and life goals are aligned within an integrated framework. Without this critical alignment, financial decisions are little more than isolated actions that may not get you any closer to achieving the goals you have set forth for yourself and family members. In today’s increasingly complex environment this can be more challenging than ever.

At PFS, our experienced team brings a diverse range of talent and expertise to coordinating all aspects of your financial picture, from cash flow management to healthcare, mortgages, business planning and education needs to sophisticated investment solutions. As your Family CFO, we can assist as an objective advocate for the family as a whole when family dynamics are such that personalities conflict. Equally important, we can make sure the next generation is properly equipped to carry on the family’s goals and legacy and doesn’t misuse what has been accumulated to date.

As experienced Family CFOs, we can help you put a focused and strategic approach in place designed to ensure all aspects of your family finances are coordinated in a manner that actively pursues the unique goals you set forth for your family.

For more than two decades PFS has provided the proactive leadership affluent families require in pursuing important financial and life goals. As independent advisors and fiduciaries, our team always puts your needs first, helping you and family members gain clarity and improve your overall Return on Life^®. 

Acting as your Family CFO, our Family Office^SM provides careful coordination and supervision of retirement planning, investments, education, insurance, tax planning, business succession, philanthropy and cash management.

The Family Office^SM provides high-touch, personalized service through:

• A focused approach based on your needs and your values, not just the value of your assets
• Collaborative implementation with your other professional advisors, incorporating the best thinking and ideas from all parties
• Confidential implementation and delivery of services, providing privacy and peace of mind

Your time spent wisely — for its highest and best use.

Learn more about Planned Financial's Family Office Services:

• Multi-generational guidance
• Balancing Act Bill Management