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.

Financial Advisors Can Differentiate, Dominate, and Double Their Business in 2-3 Years

You have a problem: you’ve hit a wall in your business. Your business can’t scale while the demands of client servicing are holding you back. You lack effective marketing strategies to generate a steady stream of new prospects. Learn how to achieve elite success in this 20 minute on-demand webinar.
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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.
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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.
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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.
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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 Press Releases

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14 Oct 2024

Financial Gravity Companies, Inc. (Ticker: FGCO) Enters Blackout Period

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1 Aug 2024

Financial Gravity Companies, Inc. Announces Strong Third Quarter Results with Significant Growth in Assets Under Management and Revenue

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8 May 2024

Financial Gravity Welcomes New Family Office Director Kristopher Blasl

Latest Articles

Wealthy clients want the advice and guidance of established and thoughtful CPAs and EAs and tax professionals.

26 Sep 2023

Performance Anxiety

Many CPAs and EAs worry that they can’t compete for wealth management services with the army of salespeople offering outsized returns and products with sizzling stories. The truth is that the type of clients you want to work with know better, and are far more interested in mature and thoughtful guidance.
CPAs Have a Car vs Horse and Buggy Moment 2

10 Aug 2023

CPAs Have a Car vs Horse and Buggy Moment

Creative destruction is coming to the tax compliance industry. The commodification of fees and powerful robotic process automation platforms threaten the comfortable lifestyle that CPAs have enjoyed for decades. But the entrepreneurial CPA who understands the attractiveness of the multi-family office model has a once-in-a-lifetime opportunity.
Tax Pro This Five Minute Test Will Predict Your Future

20 Jul 2023

Tax Pro: This Five Minute Test Will Predict Your Future

The future of Accountancy is back in the headlines. Like the tax reform acts of the 1980’s, Artificial Intelligence is seen by some as an existential threat. But the entrepreneurial CPA or EA has a world of opportunity awaiting them, and it won’t require as much time, resources or reputational risk as many believe to seize it.

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.

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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.

Are You Ready to Become a Family Office Director?

Direct your own Multi-Family Office, satisfy your clients, increase your revenue, and build enterprise value. Use the form below to schedule a call. 

Answer the question below to confirm you are a tax professional or a financial advisor to ensure we get you into the call.

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Contact Financial Gravity

1-800-588-3893
2501 Ranch Rd 620 S, Ste 110 Lakeway, Texas 78734

Financial Gravity employees are offered insurance through United Healthcare. To access the machine-readable files created and published by UnitedHealthcare, please click here.

© 2024 Financial Gravity Companies, Inc. 

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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.