Family Offices

Managing the diverse financial, philanthropic, risk management, wealth transfer, governance and other needs of a high-net-worth family can be quite complex.  As wealth grows and needs change, it often becomes necessary to retain several advisors to help address issues and to develop a plan for achieving short and long-term goals. While effective for some, the approach often lacks overall integration and coordination between each area resulting in missed opportunity. For this reason, many establish a family office to optimize, manage and coordinate the family’s unique needs.

Experience matters

We work with dozens of family offices in Dallas, Houston, Fort Worth, San Antonio, and across Texas. Our team has experience managing the needs of a new single-family office to multifamily offices with more complicated requirements. From financial planning, wealth management and family governance to risk management, and ongoing accounting and monthly bill pay, Calvetti Ferguson and CF Financial have you covered.

Wealth advisory

CF Financial LLC offers bespoke wealth advisory services to individuals and small businesses. As an affiliate of Calvetti Ferguson, CF Financial offers an approach to wealth management which is personalized to address the complex needs of business owners and entrepreneurs who are ready to clarify their vision, invest in their values, and make their mark.