Reach Us @ (267) 295-2280 | info@myciowp.com

Personal CFO Family Office Comprehensive Financial Planning for Individuals and Families

Personal Chief Financial Officer

The primary concern of myCIO Wealth Partners is you. Understanding your needs, responding to your concerns, and building a lasting and rewarding relationship. 

myCIO Wealth Partners does not sell investment or insurance products. You can be confident that financial planning information and guidance is coming from a truly Comprehensive, Independent, and Objective source. 

myCIO Wealth Partners' dedicated financial planning counselors know that you have hopes and dreams, things you want and need today and a vision of your financial independence for tomorrow. myCIO Wealth Partners can assist you in dealing with issues like: 

  • Retirement
  • Children's Education
  • Home Purchases
  • Taxes
  • Investments
  • Stock Options
  • Setting Priorities
  • Goal Funding
  • Insurance
Family Office

For families with substantial wealth, myCIO Family Office Services acts as a trusted partner to serve the unique needs of the ultra-wealthy family and its future generations. Due to our substantial past and current experience working with wealthy U.S. families, including a few who have been listed on the annual Forbes 400 list, we understand the complex needs and issues that arise for a family of great wealth. 

Often, families turn to us for help because they may feel frustration and confusion when faced with many choices and many advisors. Or they may be worried about how wealth will affect their children and grandchildren. Or they are simply overwhelmed by managing and coordinating all the details of their financial and investment affairs. 

myCIO responds to these families by serving as a focal point for their needs. We first strive to develop a relationship with the family so we can understand their goals. We then provide resources and support to enable a family to manage the business of their wealth. Often, our most important role is that of a primary coordinator of a family's financial affairs and as a quarterback of a family's team of advisors. Our clients trust us in this coordinator role because they understand we are 100% independent and objective and they know our leadership and counsel will be unbiased. 

Serving the Family

myCIO can tailor its services to meet your family's unique needs. We can act as a Family Office, or support your existing Family Office. Our Family Office Services include: 

  • Investment Advisory Services
  • Consolidated Performance Reporting
  • Wealth Transfer Planning
  • Business Succession Planning
  • Philanthropy/Private Foundation Management
  • Income Tax Planning
  • Property and Casualty Insurance review (including artwork and collectibles)
  • Aircraft
  • Risk Management and Asset Protection
  • Wealth Administration
myCIO Mini-Family Office Services

Private Client Services or Personal CFO Services: For wealthy individuals, myCIO Private Client Services provides comprehensive financial planning services. Serving the Individual Client: 

  • Investment Advisory Services
  • Consolidated Performance Reporting
  • Wealth Transfer Planning
  • Business Succession Planning
  • Philanthropy/Private Foundation Management
  • Income Tax Planning
  • Property and Casualty Insurance review (including artwork and collectibles)
  • Aircraft
  • Risk Management and Asset Protection
  • Wealth Administration
 

 

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