Your Family Office
For Life and Business
A Clear Plan for your Business, Finances, and Family.
Business
Refocus time around what you enjoy, where you have the most significant impact while driving enterprise value.
Finances
Delegate the details of your financial affairs, so you know how your money is working toward your goals.
Family Legacy
Lead your family well by preparing current and future generations for success and a secure tomorrow.
Protect your most valuable asset: TIME
Optimize Your Time by Optimizing Your Business
We help CEOs and entrepreneurs implement a business operational system so they have time to focus on what matters most and has the greatest impact. If you are trying to break through to the next level or have recently experienced growth and need to scale, the next step is to have the right operational system in place.
Vision
Clarity & Simplicity
Traction
Execution & Accountability
Right People
Culture & Engagement
Optimize the Plan for Your Money
Having a strategy for your money is key to getting what you want. Free up your time and efforts by letting us manage the details so you know what your money is doing for you, how much it is costing you, and how it is working towards what you want most.
A Plan for Your Money
Strategy
Step by step strategic plan for your money.
Coordination
Coordinating with your financial team
Transparency
A single comprehensive report of your assets, insurance, and estate plans.
Your Greatest Impact: Family
Relational, Values Based, Planning, and Preparedness for Your Family
There is no other area where we have more opportunity for influence than our families. Raising children is just one step. A true legacy sets up a lasting foundation for generations to come. A thoughtful family strategy is essential, but the key is the implementation of the plan.
Family Planning
Values, Connection, Growth, and Governance.
Estate Planning
Establishing your Plan
Transition Planning
Preparing for the Transition.
22 Inverness Center Parkway
Suite 157
Hoover, AL 35242
This communication is strictly intended for individuals residing in the states of AL, CA, FL, GA, MA, MN, NJ, NY, PA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
Form CRS: Client Relationship Summary
