CERTIFIED FAMILY OFFICE

A Certified Family Office is a professional firm with Certified Family Office Professionals ("CFO Pros") who coordinate the work of Certified Financial Planners™, Certified Public Accountants, Chartered Financial Advisers, Certified Valuation Appraisers, Certified Legal Assistants, Certified Estate Planning Law Specialist, and other Certified Professionals. These professionals typically serve clients in highly specialized ways that may not consider the roles and goals of all planning team members unless a CFO Pro helps all advisers follow unified procedures with economic alignment... The CFPs, CPAs, CFAs, CVAs, CLAs and other certified professionals must be aligned to fulfill goals of clients. Alignment requires agreement about steps to implement transactions (workflows) and projections of expected revenues less expenses and gifts (cashflows). Complex planning can be greatly simplified when CFO Pros™ use technology to illustrate costs and benefits of planning with clear workflows to..