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

Put Yourself at the Intersection of Your Client’s Finances

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.

Family Office Director

Put yourself at the intersection of your clients finances ... where you are needed most

Our Multi Family Office Charter provides tax and finance professionals a full complement of family office services and support for their clients. No capital outlay is required. We provide marketing, expertise, and operational support and infrastructure. 

Democratize the Family Office Model

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.

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.

Evolve and Grow

Proprietary tax planning tools that grow a tax-centric Multi-Family Office.

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 Offer Family Offer Services to Your Clients?

See how Financial Gravity can help you provide family office services to your clients. 

What CPAs Are Saying

Martin E., JD, CPA & Family Office Director

"Thanks to Financial Gravity's value-based business model, I increased my collections by over 46% in a single year!"

Erling B., CPA & Family Office Director

"Financial Gravity is so easy to work with. I’m confident that they will handle any client communication with true professionalism, and it’s a comfort to know I can get the subject matter expertise I need with a quick phone call or chat."

Shelley J., CPA & Family Office Director

"Unlike other firms I’ve thought about working with over the years, FG has true empathy with tax professionals. They understand me, my business and most importantly what my clients need."

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