Fractional Family Office® Integrates: Tax . Investment . Insurance . Legal.

What is a Family Office?

Family Offices offer a total outsourced solution to managing the financial and investment side of an individual or family.

A Family Office brings together many professionals under a unified service umbrella, such as wealth managers, risk managers, accountants, lawyers, and even personal assistants.

They offer a consolidated and integrated one-stop shop for managing your personal and business world.

It’s a great thing!

Why Don’t I Have a Family Office?

If this is so awesome, why haven’t I heard of it, and more importantly, WHY DON’T I HAVE ONE?

Well, Family Offices are private wealth management advisory firms that serve ultra-high net worth investors. According to the article “How to Bank Like a Billionaire” it can cost around $1 million per year to operate a Family Office. Hence why families who implement a family office are usually worth around $20-30 million (or more).

BUT WAIT! The good news is that Financial Gravity is bringing the Family Office to the rest of us…

Meet the Fractional Family Office®

The Fractional Family Office® is Perfect for Small Business Owners and Entrepreneurs

Financial Gravity now offers The Fractional Family Office®. The Fractional Family Office combines high-end Proactive Tax Planning, Risk Management, Wealth Management, and Legal Services; a service that has been available to the ultra-high net worth individual in the form of the Family Office for decades.

Due to the complexity of the various disciplines it has been previously impossible for a small business owner or the entrepreneur to have access to the tools and strategies of the wealthy.

Now Financial Gravity brings these benefits to a larger market. We combine all core elements of the financial world under a single umbrella. To get started, simply schedule a free no obligation talk or send us a message over live chat!

The Core of it All

The core of the Fractional Family Office® is TAXES, INVESTMENT, INSURANCE, and LEGAL.

And you’re the CENTER of it all!

The Products & Services

 Our ever expanding suite of Products & Services implement the Core Fractional Family Office Services. This includes:

Tax Blueprint, Tax Operating System, Wealth Blueprint, Wealth Operating System, Risk Management, Exit Planning, Estate Planning, and Other Products & Services

What to learn more? Check out these offers...