VENTUREMFO

Founded in 2019 by an interdisciplinary team of tax, estate, and investment planning professionals, VentureMFO serves high-income families and their closely held businesses. As an independent accounting and advisory firm, our multi-family office manages aspects of leadership succession and business continuity, family office and governance, and wealth preservation and transfer between generations... Simply put, we help private business owners and their family-owned enterprises manage ‘the business of family'. Our team of advisors get to know you and your family on a very personal level-and our advice is grounded in support for your success... Focused on a select clientele, our mission is to deliver intergenerational advice that helps build a family and business legacy. As your family office, we will provide you with a single point of contact for the oversight of your complex financial needs.

Also known as: VentureMFO LLC

Primary location: Boca Raton United States