Financial Gravity Blue cropped

Democratizing the Multi-Family Office

Democratizing the Multi-Family Office

Providing coordinated, conflict-free advice to the mass affluent marketplace

Our vision at Financial Gravity is to be the industry leader in democratizing family office benefits for the mass affluent American family. Our Turnkey Multi-Family Office Charter revolutionizes financial services by using a multi-disciplinary approach, bringing together all facets of a client’s financial life and empowering them with personalized solutions. The result is an unparalleled client experience. 

We bring the advantages of the family office model that were once only available to the super-wealthy. We provide coordinated advice, without conflict, regarding taxes, investments, and risk management. This coordination of advice provides both efficiency and tax advantages that can generate meaningfully higher returns for clients without exposure to additional portfolio risk.

Talent Diversity is Critical in Family Offices

The Turnkey Multi-Family Office Charter offers benefits for all financial professionals

In a perfect world, tax and wealth management professionals would have a single motivation: the best interests of their clients. This explains the enduring success of the family office model, and it offers a very different and more satisfying career path for financial professionals of all types.

FINANCIAL ADVISOR

Elite advisors are separated from the pack by their productivity. Top decile results demand a delegation mindset and comprehensive middle and back office support. Learn how our Done-For-You model reimagines advisor productivity.
Learn More

TAX PRO

Tax professionals seeking to do more for their clients may find the ultimate expression of their career and professional status in the Family Office Director role. Discover how our Done-For-You model seamlessly integrates your skills with a team of fiduciaries.
Learn More

CLIENT

The wealthiest families can have anything they want, and the family office model is their overwhelming choice. Discover how the Family Office Advantage™ and a taxes-first approach can help you achieve your family’s unique objectives.
Learn More

Are You Ready to Evolve From a Tax Professional to a Family Office Director?

Direct your own Multi-Family Office. Satisfy your clients. Increase your revenue. Build enterprise value.

Schedule a call

Latest Issues of the 10X Financial Advisor Newsletter

Financial Gravity Family Office Director meeting with an older couple, providing personalized multi-family office guidance.

Multi-Family Office: Build vs. Buy Decision Is a No-Brainer

Discover why buying beats building when it comes to multi-family office infrastructure. Financial Gravity’s turnkey solution gives advisors instant scale and elite client service.
Financial advisor in a one-on-one meeting with a niche client, symbolizing the focus and trust that comes from specialization.

How Picking a Niche Multiplies Your Impact and Referrals

Generalist advisors fade into the noise. Learn why choosing a niche boosts trust, pricing power, and referrals—and how Financial Gravity helps you scale it.
Financial advisor meeting with a client, focusing on building trust and connection, representing Financial Gravity’s support in helping advisors outperform AI through human empathy.

Outperform AI and Win Clients With Human Empathy

AI can optimize portfolios, but it can’t replace your empathy. Learn how Financial Gravity helps advisors automate the noise so they can focus on building client trust and loyalty.

As Seen on FA Magazine

What Your Practice Is Really Worth in 2025

Buyers in 2025 value advisory firms for client engagement, systems, and digital readiness—not just AUM. Scott Winters explains what drives premium multiples and how Financial Gravity helps advisors build transferable, future‑ready firms.
Exhausted financial advisor at cluttered desk, highlighting how Financial Gravity helps scale with systems, not stress.

Scale Smarter: The Productivity Playbook For Advisors

Financial Gravity helps advisors scale with systems, not stress—automating tasks, streamlining operations, and freeing you to lead and grow.
Financial advisor in modern office looking out window, symbolizing the CEO mindset Financial Gravity helps advisors achieve.

From Advisor To CEO: Step Into The Leadership Role

Financial Gravity helps advisors step into the CEO role—delegating, scaling, and building enterprise value with systems that run without you.

Latest Press Releases

Investor Relations

August 14, 2025

Financial Gravity Welcomes New Family Office Director Loren James Grabau

Investor Relations

April 2, 2025

Financial Gravity Welcomes New Family Office Director Will Sparks

Investor Relations

March 3, 2025

Financial Gravity Welcomes New Family Office Directors Lauren Fischer and Dave Fischer

Latest Articles

Warren Buffett in a suit and tie, seated against a black background, reflecting on investing principles—anchoring the message of Financial Gravity’s market guidance.

Bubbles, Bears, and Buffett

Market volatility is a feature, not a flaw. Discover timeless lessons from Warren Buffett and how Financial Gravity helps advisors guide clients through uncertainty.
Confident female financial advisor smiling in a modern office, representing the value of active wealth management powered by Financial Gravity.

Shout Your Fee: Why Active Wealth Managers Are Worth Every Penny

Show your value, don’t hide your price. Learn how Financial Gravity empowers advisors to justify premium fees with personalized, full-spectrum wealth services.
Financial advisor presents market research insights, highlighting the shift toward holistic, tech-driven wealth management for affluent clients.

Data-Driven Marketing

Mass affluent clients want holistic planning, transparency, and tech-driven advice. Market research reveals what wins in today’s financial advisory world.

From Tax Pro or Financial Advisor to Family Office Director

We will help you build and manage a multi-family office, eliminating the barrier of entry to this lucrative market.

Learn More

Turnkey Multi-Family Office Charter

Integrated tax, risk management, and investment solutions to provide your clients with an authentic family office experience.

Taxes First Philosophy

Putting tax strategies upstream from investment policy creates the ultimate value prop: advisor’s alpha.

Done-For-You Partnership

Deep subject matter expertise and robust infrastructure to maximize productivity and success.

Business Development Solutions

A dedicated marketing department with turnkey and perpetual emails, videos, webinars, a website, and a newsletter built to drive client trust and engagement.

Do More

Convert the bond of trust into a holistic position of authority that puts you in the center of your client’s entire financial world.

Be More

Direct the right resources and subject matter expertise to solve complex problems in investment and risk management while providing forward-looking, sophisticated, tax-centric leadership.

Have More

Enjoy a sustainable practice with delighted clients, reoccurring revenue with unlimited potential, in a relationship of a true fiduciary.

Sign Up for The Briefs

Over 20,000 CPAs, tax professionals, and financial advisors subscribe to The Briefs. Subscribe now to receive expert insight on growing your business, links to the latest Tax Beat and Tax Tactics articles. You will also receive invitations to webinars, events, and special offers. Published weekly.