Accelerating the Evolution of Financial Advisors to Family Office Directors
America’s billionaires can have anything they want, and their overwhelming choice for wealth management services is the family office. It’s a rational choice since it provides bespoke, holistic, and integrated advice across the spectrum of financial solutions, and it does so without conflict, economically, sustainably, transparently, and with a taxes-first decision paradigm.
Every successful family and business owner would benefit from these same benefits. Imagine working in harmony with diverse subject matter experts to solve your clients’ problems thoughtfully and creatively. Now, imagine a division of labor that will take your productivity to the next level. Our Family Office Advantage™ is great for you because it’s great for your clients.
Live at the center of your clients’ lives. Control nearly 100% of their wallet for financial services. Enjoy a level of client satisfaction you’ve never experienced before. Live a work/life balance that appreciates your whole life. Earn an elite level of compensation, and retain and eventually monetize the value of your practice.
Family Office Advantage™
Financial Gravity’s Turnkey Multi-Family Office Charter puts you at the center of your client’s financial life, at the table for all solutions development decisions. While this is a great advantage for you, it’s the best model for the client’s welfare as well.
Consumer friendliness is the single best advantage of our business model. To our knowledge, all family offices feature tax, risk, and wealth management professionals working in harmony for the best interests of the client family.
As a practical matter, this means a fundamental shift in the relationship between you and your client. You move from salesperson to counselor and advocate. Instead of competing with other professionals, you work as a team. Imagine how much more your clients will appreciate and value this approach.
Putting tax strategies together with asset protection and wealth management yields the most successful and sustainable model of client experience and explains the unparalleled success of the family office.
Financial Gravity has taken the lead in democratizing the benefits of the family office for the American family. These benefits include:
True Fiduciary
Too often, financial advisors have to manipulate the definition of fiduciary. With our Taxes First, Then Math™ investment philosophy and decision-making framework, the client’s best interests are put in first position, where they belong.
Holistic Solution Design
Clients benefit when their tax, insurance, planning, and asset management professionals work together as a team. And you can stop worrying about hidden agendas and power plays, secure in the knowledge that a team is working to give your client an unmatched experience.
Taxes First Investment Philosophy
Taxes first means more than intelligent allocation design; it means deposit and withdrawal practices designed to keep the client’s compounding as efficient as possible. As asset management has become increasingly commodified, tax alpha has taken on new significance, and you can be part of that client-friendly trend.
Meritocratic Product Selection
Working with subject matter experts empowered with modern product selection tools and motivated by client success makes for a more satisfying career. You can rest easy knowing that best efforts were employed to achieve best interests of the client.
Control the Controllables™
Many advisors have suffered from hot new algorithms and smart-sounding trading techniques that all eventually prove the truism that there is no arbitrage available in portfolio management. With our mature philosophy, you can focus on the real value add that a fiduciary advisor can provide: cost control, tax efficiency, intelligent diversification, and empathetic risk tolerance management.
Transparency
Transparency is simply missing at many rival firms, including some of the largest ones. Yet transparency is the cornerstone of trust, the essential ingredient in long-term relationships. At Financial Gravity, we understand that trust is downstream from transparency.
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.
Looking For That Quantum Leap? Our Done For You Model Will Take You There
Whether you are new and growth-hungry, mid-career, or contemplating a sale in the next several years, Financial Gravity’s Done For You model is your most competitive, productive and sustainable option.
No matter where you are in your career, what you need is not incremental change. What you want is a vision for the future of the industry, productivity tools you can use, and a back office team built around you. What you want is a quantum leap, and what you need is the Done For You model.
The Done For You model can be a career lifesaver for the advisor seeking rapid and robust growth because it will give you the mentoring and support you need to find, develop, and close new business and then the support and service infrastructure you need to transform those clients into promoters, a referral and growth engine that only gets more valuable with time. Perhaps best of all, you could be working with people who are invested in your success and rooting for you.
Our Done For You model is a revolution in an advisory’s division of labor. You focus on scaling your business, working with new prospective clients, and deepening your relationships with existing ones. We handle all the essential yet time-consuming tasks in client servicing, administration, operations, compliance, and marketing. Here’s what we take care of for you:
Marketing Agency
We deliver your growth engine, a permanent campaign of client acquisition, and lead nurturing. Written by talented, experienced advisors with decades of experience, our original educational content ensures a steady stream of qualified prospects and delighted clients.
Solutions Analysis and Portfolio Design
Our team provides thorough portfolio reviews and needs analyses, helping you deliver superior value to your clients stressing advisor’s alpha.
Asset Management With HALO™ (Holistic Asset Location Optimization)
(Holistic Asset Location Optimization): We handle asset management and portfolio allocations with our Taxes First, Then Math™ philosophy, striving for optimized after-tax compounding.
Risk Meter™
Our proprietary risk assessment application. The first of its kind and featuring empathic tools, our RISK Meter will guide clients to their most comfortable point on the efficient risk/reward frontier, and help them handle market volatility and avoid market timing.
Incomize™ with Time Optimized Planning™
Our proprietary Incomize application aims to solve for all five threats to retirement security: Inflation, retirement timing, risk drift, the human element, and longevity risk.
Administrative Support
From onboarding to performance reporting to billing and payroll, we handle your back office workload so you can spend your time where it matters most.
Tax Compliance and Strategic Tax Planning
Our team ensures your clients’ tax returns are accurately prepared and filed while also providing proactive tax strategies to ethically avoid overpayment of taxes.
Client Support
Our dedicated support team ensures your clients receive top-notch service, contributing to high satisfaction and retention rates. Our CRM system will maintain a record of all client interactions and track their satisfaction over time.
Omnibus Annual Client Review
We create comprehensive annual reviews to keep your clients informed and engaged, demonstrating your ongoing value.
Are You Ready to Evolve From a Financial Advisor to a Family Office Director?
Direct your own Multi-Family Office. Satisfy your clients. Increase your revenue. Build enterprise value.
Rapid Growth
- Qualified Lead Generation
- Comprehensive Marketing
- Unique Value Proposition
- Onboarding Automation
- Compliance & Legal
Mid Career
- Client Service Team
- Services Delegation
- Subject Matter Experts
- Scalability
- High-functioning Team
Contemplating Sale
- Growth Engine
- Top-tier Net Promoter Score
- Transition Planning
- Practice Marketing
- Multi-generational services
Comprehensive, Content-rich Communications Support
Most advisors quickly learn the difference between marketing and sales. They come to understand how resource and time-constraining marketing can be, and how, ironically, it can make a huge dent in their available business development calendar.
You can be gifted at content creation and marketing, but you cannot also be the best at business growth and development. By partnering with us, you can have both. Our Done With You model includes agency-level marketing services.
We will produce and deliver a permanent monthly campaign of email, newsletter, video, and webinar-based educational materials that add real value to your client relationships and can open a world of new revenue opportunities for you.
Family offices do not sell; they are fiduciaries who act solely in the best interests of their clients. Our educational client campaigns are designed to educate and keep you top-of-mind, maximizing the value of the trust you’ve earned.
Family offices are built on a problem-solving, fiduciary approach. Family Office Directors are not salespeople—and they shouldn’t be. But that is the choice offered by our competitors: learn to become a salesperson or sign over your book of business to sharks with the single goal of transferring your clients’ wealth to themselves.
You manage the relationship; we will handle virtually everything else. In this radical new division of labor, all parties do only those jobs that they are best at. As a Family Office Director, you maintain complete control of the relationship.
Taxes First, Then Math™
We can’t imagine a single or multi-family office that doesn’t have tax professionals working side-by-side with risk and investment professionals. This holistic approach explains the remarkable success and durability of family office relationships.
At Financial Gravity, we understand the importance of integrating tax services with planning and wealth management. Here’s how we support your client’s wealth journey:
HALO™ Holistic Asset Location Optimization
Our portfolio analysis and design tools strategically allocate investments across taxable, tax-deferred, and tax-exempt accounts. By placing income-generating assets in tax-advantaged accounts and growth-oriented assets in taxable accounts, we can help reduce the tax bite on investment returns.
Tax-Smart Distribution Strategies
We implement strategies that carefully manage when and how funds are withdrawn from various accounts. This approach can help minimize the tax impact of distributions, especially during retirement, and helps ensure that clients retain more of their hard-earned money.
Reduction of Taxes on Social Security and Medicare Costs
Our proactive planning includes strategies to help minimize the taxation of Social Security benefits and reduce Medicare premium surcharges. By carefully managing income thresholds and employing tax-efficient withdrawal strategies, we can help clients avoid unnecessary taxes and higher healthcare costs.
Proactive Tax Planning
Utilizing legal and ethical strategies, our Family Office Directors engage in proactive tax planning to identify opportunities for clients to help reduce their tax liabilities. This includes leveraging deductions, credits, and other tax-advantaged strategies to maximize tax savings.
Align Your Client’s Expectations With Their Lived Experience
America’s wealthiest families are also its most successful investors. The reason for this is simple: their multiple professionals in financial advisory, strategic tax planning, and risk management all work together as fiduciaries toward the common goal of their client’s best interests.
That dream-come-true value innovation is available now—through you, as a Financial Gravity Family Office Director.
We believe that client loyalty is downstream from trust, and that trust is downstream from transparency. Our Turnkey Multi-family Office Charter is designed to retain and maximize the trust you’ve worked so long and hard to engender by being fully transparent and adhering to the tenets of the true fiduciary.
Low costs, a focus on after-tax compounding, creative diversification, and, crucially, an empathy-based approach to risk exposure can make all the difference for your clients. Let us show you how all of this can happen for your clients and you.