Private Clients
Creating a lasting legacy shouldn’t keep you up at night
You’ve worked hard to get where you are. What does the future of your family and business look like?
Our firm can put together a plan that protects what you already have and create the future that you want. Regardless of the industry or category, if you have complex tax and financial structures we can help.
We work with private clients and their businesses to ease the burden of organizing, evaluating, and monitoring businesses and investments. By working alongside our clients and other trusted advisors, such as wealth advisors and estate attorneys, we provide an objective, flexible, and tailored approach, so you’ll get the level of service and insight you expect.
Services:
- Cash flow management & GL accounting
- Charitable gift planning
- Client education and family meetings
- Entity structuring
- Estate, tax, & financial planning
- Family gift, & legacy planning
- Family office accounting services
- Outsourced accounting services
- Strategic philanthropic development
- Succession planning
Wealth advisory services
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.
Contact Us
Calvetti Ferguson works with companies, private equity firms, and high-net-worth individuals nationwide. Regardless of the complexity of your compliance, assurance, advisory, or accounting needs, our team is ready to help. Please complete the form below, and we will follow up with you shortly.