The Evolution of the Tax Professional Starts Here

Financial Gravity Companies Inc., along with its subsidiary companies, provide investment and tax professionals with a turnkey family office charter. We help tax professionals evolve from the commoditized business of tax compliance to a Family Office Director that runs and manages their own multi-family office. Family Office Directors are able to leverage the Financial Gravity systems, technology, proprietary resources, and deep domain expertise to bring an elevated and holistic financial service experience to their clients that spans proactive tax planning, retirement and estate planning, wealth management, and risk mitigation.

Family Office Director

Our Done-For-You, Multi-Family Office Charter provides tax professionals a full complement of family office services for their clients. We provide marketing, operational support and infrastructure. Watch the video and listen to our Family Office Directors share their success stories in their own words. 

Put Yourself at the Center of Your Client’s Financial World

SIX FREE LIVE EVENTS
THREE CHICAGOLAND LOCATIONS 12/6 - 12/8
THREE SF BAY AREA LOCATIONS 12/12 - 12/14

TAX PRO

FIND OUT HOW OUR TURNKEY MULTI-FAMILY CHARTER PROMISES

  • FEWER, MORE MEANINGFUL CLIENTS
  • INCREASED PRODUCTIVITY
  • RADICALLY INCREASED ENTERPRISE VALUE
  • BETTER QUALITY OF WORK LIFE

…and we guarantee your success!

JOIN US TO LEARN

  • How to measurable increase productivity and profitability
  • How you can direct a multifamily office that provides a controlled, coordinated client experience without conflict
  • How our Success Guarantee fundamentally de-risks the entry into a high value family office model

Join us in Chicagoland or the Bay Area for this FREE event from 8 to Noon (date depends on location).

THREE CHICAGOLAND LOCATIONS

12/6 Chicago Oakbrook Marriott 8 am – Noon
12/7 Marriott Downtown Magnificent Mile 8 am – Noon
12/8 Marriott Chicago O’Hare 8 am – Noon

THREE SF BAY AREA LOCATIONS

12/12 Walnut Creek Marriott 8 am – Noon
12/13 San Francisco Fisherman’s Wharf Marriott 8 am – Noon
12/14 San Mateo Foster City Marriott 8 am – Noon

If you have questions or need more information, please email Zachary Trimble at zachary.trimble@financialgravity.com 

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.

From Tax Prep to Family Office Director

The Multi-Family Office is the ultimate expression of the tax pro’s trust, training and talent. We will help you build and manage a Multi-Family Office, eliminating the barrier of entry to this lucrative market.

Turnkey Multi-Family Office Charter

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

Evolve From Compliance to Advisory

Your bespoke Success Map will guide you from tax professional to Family Office Director.

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.