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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.
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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.

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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.

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