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