The Family Office Experience, Now Within Reach
The coordinated, conflict-free wealth management and asset protection model billionaire families have long relied on is now within reach of any individual, family or business owner seeking retirement and legacy security.
Financial Gravity Companies, Inc. is a public company based in Austin, Texas. Its six operating businesses deliver the family office model to families and to the professionals who serve them.
One Team, One Strategy, One Financial Picture
A family office is a team of tax, investment, risk, retirement and estate specialists working together for the best interests of their client.
For generations, the world’s wealthiest business owners and families have organized their financial lives around one coordinated and holistically designed structure instead of scattered products from separate providers. One team, one strategy, one picture of everything that matters.
Our technology platform and resources now make the family office model available to any individual, family or business owner seeking transparent, holistic wealth management.
The Family Office Advantage™ is for you if you own a business, hold assets in more than one place, pay more tax than you think you should, or want what you have built to reach your chosen heirs and assigns intact.
Multi-family office
The multi-family office model can allow you to enjoy the same structure a single office is built for, with your own plan and your own Family Office Director.
Democratized
Democratized means a genuine family office experience without the enormous fortune historically required to access one.
The Family Office Advantage™
The Family Office Advantage™ is a coordinated team working from a single plan, with one person accountable for your entire financial life.
Your Family Office Director
Every family office runs on one idea: someone is accountable for the whole picture. That’s the Family Office Director, the client’s advocate and champion, who leads a coordinated team of investment, insurance, and legacy specialists.
Five Disciplines, One Plan
Tax planning
Put tax strategies upstream from portfolio design to maximize compounding efficiency.
Asset management
Create holistic portfolio structures that reflect the client’s big picture.
Risk management
Protect the people, the income and assets the client depends upon.
Retirement planning
Turn accumulated wealth into a durable, tax-aware income strategy.
Legacy planning
Coordinate today’s decisions with the people and causes that matter tomorrow.
Holistic Planning: The Real Advantage
Coordinated advice replaces a fragmented approach — a tax preparer who doesn’t see the investments, an advisor who doesn’t see the return — with one strategy built by a team that answers to the client alone.
The Turnkey Multi-Family Office Charter
Four proprietary tools, in one coordinated plan. Financial Gravity’s Charter is how the Family Office Advantage™ is delivered.
From First Conversation to Ongoing Plan
Most financial “onboarding” is really just a sales conversation about products a client hasn’t asked for yet, followed by paperwork. Ours works differently, because the process itself is where holistic planning starts.
Start with the whole picture
Before any recommendation, the Family Office Director and team gather the full picture: the client, the business, the goals, and the real financial reality. No product menu, no assumptions, and nothing to pitch.
Build one strategy, not a stack of proposals
Everything learned becomes a single bespoke plan, customized to the client, not assembled from off-the-shelf packages. Every decision is weighed against every other decision, because that’s what a holistic strategy requires.
Coordinate the work
Tax, investment, risk, and legacy specialists execute the plan together, from the same information, toward the same goals. The client has one relationship and a single point of contact, not five phone numbers to keep straight.
Keep the plan current
Life changes. Markets change. Tax law changes. The strategy is reviewed and adjusted on an ongoing basis, so it never goes stale the way a one time plan does.
Because the process itself is built around the client’s whole financial life from day one, there’s never a sales pitch to sit through and never a conflict to manage.
The first conversation is about the client’s life, not products: what they have, what they want their wealth to do, and where the various parts are not in coherence.
There’s no charge and no obligation, and the client will walk away with more clarity than when they started.
When a business outgrows its original structure, favorable tax strategies can be missed, and the quality of life in retirement can hinge on a successful exit.
Accounts opened over the years, at different institutions and for different reasons, rarely add up to a coordinated plan.
Retirement is less a finish line than a starting line, with real threats that need to be identified and managed.
What you have built becomes a legacy when it passes, intact, to the people and causes that matter most to you.
Clients, Tax Pros, and Financial Advisors
For Clients & Business Owners
Enjoy the Family Office Advantage. Get coordinated guidance for the decisions that affect your life, business, taxes and wealth.
From Financial Advisor to Family Office Director
Create the firm your clients deserve. Add family office depth, a multidisciplinary team and the operating leverage to serve your clients exceptionally well, without having to build it yourself.
From Tax Professional to Family Office Director
Move upstream from tax compliance to strategic advisory. Turn a trusted tax relationship into proactive advice and deeper client value.
Six Companies. One Coordinated, Conflict-Free Whole.
Financial Gravity has the team, the technology, the infrastructure and the marketing to transform financial professionals into Family Office Directors.
Tax Master Network
Tax Master Network helps CPAs and EAs move beyond compliance work into three high-value, recurring-revenue business models designed to get you up and running quickly and profitably.
taxmasternetwork.com →Family Office Services
The wealthiest Americans are also the most successful investors, and that is neither a secret nor a coincidence. We believe the reason is simple: they are served by Family Offices.
financialgravityfamilyofficeservices.com →Asset Management
Client success through risk alignment, tax efficiency, controlling costs, and diversification — the Control the Controllables® investment methodology, delivered by an SEC Registered Investment Adviser.
financialgravityassetmanagement.com →Enhanced Markets
Risk management rebuilt: a multi-disciplinary approach spanning tax planning, risk management, asset management, financial planning, and estate planning — guided by the disciplined Taxes First, Then Math methodology.
financialgravityenhancedmarkets.com →Legacy Services
Leveraged planning strategies that help affluent families protect their lifestyle, minimize tax burdens, and help families plan for the transfer of wealth with clarity, purpose, and impact.
financialgravitylegacyservices.com →Tax Services
Comprehensive tax compliance services for individuals, businesses, and organizations — tax return preparation, tax planning, corporate, state and local, international, and non-profit compliance.
financialgravitytaxservices.com →Sign up for the 10X Financial Advisor newsletter, The Briefs, or both
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Insights & news
Blog & newsletter archive →The 10X Financial Advisor newsletter, articles from FA Magazine, and company press releases.
Fewer, Deeper Conversations
Frequency is not intimacy. Clients who feel most understood are rarely the ones with the most meetings. One unhurried conversation can deepen a relationship.
All 10X FA issues →
The Advisory Industry Circa 2036
By 2036, much of the advisory industry’s client relationships and ownership will have changed hands. The firms that thrive will be the ones that built leadership, infrastructure and transferable trust early.
All FA Magazine articles →One Plan. One Team. Total Accountability.
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