A Role and Compensation You’ve Earned
Your clients would love for you to do more for them
You have the most complete financial picture of your clients, and now our Turnkey Multi-Family Office puts you where you belong: at the center of their financial lives. Step away from the commodifying compliance world, and step into a sustainable future in the strategic role of Family Office Director.
Unlock the Enormous Potential in Your Existing Client Book
Every family office has tax professionals in Family Office Director roles. Today your most valuable advice goes unstructured and unpaid, while the majority of your clients’ spending on financial advice goes to other professionals.
Compliance margins are under pressure and the revenues are seasonal, but that changes for Family Office Directors. Your existing clients can benefit from the family office experience, and you can deliver it without selling anything. It’s a big step forward for them, and game-changing for you.
A Smarter Division of Labor
You don’t have to become an investment manager, and you don’t want to be a salesperson
The Charter divides the work so that you focus on what only you can do while everything else is handled by the team behind you.
The Platform Behind Your Evolution
Proprietary tools, marketing communications and a dedicated service team stand behind every client experience
The tools, the mentoring, the team and the marketing you need, supporting you.
Aligns each client’s tax strategy with where every investment is held, and governs deposits and withdrawals for after-tax compounding.
The investment philosophy behind every plan: costs, taxes, diversification and risk exposure, managed because they can add value.
Measures how much risk a client can actually carry, including in a bad year, and sets the allocation accordingly.
Structures retirement income to withstand longevity, inflation and market cycle risks, and rebalances it every year.
Handles service, follow-up and plan maintenance behind every relationship, so your clients are supported between meetings, keeping you productive.
A permanent, white-labeled campaign of email, newsletter, video and webinars that educates your clients on the family office method, keeping you top of mind.
Bringing Your Clients the Family Office Advantage™
Every billionaire family in the world uses the same approach: one plan across taxes, investments, risk, retirement and legacy, curated by a team of specialists, and led by a trusted professional. Tax professionals across the country are in the Family Office Director role now, and your market is still undeveloped.
“Scott Winters has fulfilled every promise he made to me. Approaching 18 months with the firm, I have the flexibility to take long vacations and delegate everything I want to, to a professional team. I am very happy and can slow down and retire on my terms.”
A Career Evolution and a De-risked Transition
The Charter is subscription-based. For a low monthly fee you have the full complement of Financial Gravity’s team, resources and technology: the Done-For-You partnership, agency-level marketing, your own personal coach, a learning management system, and the technology and operations people behind them. No new staff, no new space, no leverage on your firm.
Financial Gravity’s Tax Master Network exists for tax professionals. We know taxes and we know tax pros, and the career this builds is grounded in the experience and the trust you already have: sustainable, satisfying and yours.
The subscription fee is waived if your practice as a Family Office Director has not covered the subscription within six months.
A History of Democratizing Wealth Management
Financial Gravity has spent years making the Family Office model accessible to mass-affluent and affluent clients. Well before fractional shares became common across the industry, our leadership was among the first to offer fractional-share investing and separately managed accounts to clients of modest wealth. Financial Gravity’s Turnkey Multi-Family Office Charter is the next step: it brings the family office model to clients through the professionals they trust most.
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.
The Path to Becoming a Family Office Director
This is one of the most consequential decisions in your career. We built our process to match that weight, not to rush you past it.
A conversation about your practice, your clients, and whether the Family Office Director role is where you want to go.
Together, we evaluate your practice, your client base, and your goals — building a clear picture of what the transition looks like for you, specifically, before you commit to anything.
Our marketing team prepares your perpetual business development campaign, and our fiduciary team takes its position behind you.
Sign Up for The Briefs
Subscribe now to receive expert insight on growing your business.
Tax Pros’ Most Frequently Asked Questions
Still deciding? Schedule a callHow is Financial Gravity different from other financial firms that want to partner with me?
First, we actually want to be your partner. You own the business and the client relationships. We are here to help them benefit from a true best-interests approach we call Taxes First, Then Math. Financial Gravity has everything you need to deliver the benefits of a multifamily office to clients that would otherwise never break free from the inherent conflicts of captured salespeople.
I know accounting, I don’t know wealth management. Does that eliminate me?
Every single and multi-family office employs one or more tax professionals. Their role is tax planning, relationship management and ensuring the integrity of the people and processes. Professionals and subject matter experts in financial and estate planning, asset protection and wealth management from Financial Gravity work with you in an integrated, coherent process to find the best solutions for the client.
We’re a very small operation. Who will support this new business?
This is precisely the mission of Financial Gravity. Our Done-For-You partnership model is here to provide everything you need. You won’t need to hire new staff, take on new space, leverage your firm or wrestle with the compliance and regulatory regimes.
What kind of capital outlay is required?
Virtually none. Ours is a subscription model. You will have access to the full complement of Financial Gravity’s team and resources for a very low monthly fee. That includes full agency-level marketing solutions, your own personal coach, our learning management system, and our tech and operations personnel.
What does “Democratizing” mean?
Democratization is an age-old, natural process. A good example is mutual funds. Although out of date now, 100 years ago they allowed virtually anyone to invest in stocks and bonds. Before that, investing was strictly for the wealthy. In the same way, the benefits of the family office must likely move downmarket. After all, virtually anyone would benefit from intelligent tax planning, objective product selection and transparency, three pillars of the family office.
I know there’s a lot I don’t know…how long will it take to get up to speed?
Done-For-You and your personal Family Office Partner should be able to generate opportunities for you within two to three months. During that time, our Cadence Coaching program and our learning management system should teach you everything you need to know.
People think of me as an accountant. How do I change that?
You don’t want to change your reputation for accuracy, reliability and timeliness–those are the foundations of your trusted status. Financial Gravity’s agency-level marketing program will educate your clients on a better way to secure their retirement and achieve their financial goals–the family office method. Fully white labeled, your new website, monthly newsletter and email campaigns will change the way your clients think about you, putting you top-of-mind and on your way to winning the wallet share war.
I’m already too busy. How can I take on a new role, too?
When you refer clients to bankers, lawyers, asset managers and insurance people, you are already in a director’s role. Unfortunately, almost always the people you refer clients to operate in a siloed role, limited only to the type of asset or the products their company makes available. By partnering with Financial Gravity, you can ensure that your clients enjoy the full benefit of your tax planning advice, while our team handles everything associated with solutions development, on-boarding and service.
What about the referral relationships I already have?
Loyalty is a positive and worthy attribute, but we suggest that loyalty to your clients must always have top priority. Can you imagine the insurance pro you refer to not finding an insurance solution for whatever the client’s situation is? Or a banker referring to a stock broker, or vice versa? The family office approach works because all the various professionals and disciplines work together for the benefit of the client. Truly well-served and happy clients lead to a more sustainable and valuable practice for you.
I’m worried about compliance and regulations. How do you solve for that?
Financial Gravity’s Compliance team will provide all the support you need. Our subscription includes an E&O policy and continuing education support, as well as making sure you are compliant with all the securities and insurance regulations that govern your practice.
Won’t I need a lot of technical support?
Yes, and we are here to provide it. Financial Gravity has assembled a tech stack of best-of-breed providers for custody and clearing, portfolio management, reporting, billing and analysis. Our CRM is embedded with business practices for client development, support and servicing to off-load all your middle and back office tasks. Two-factor authentication and our data and privacy routines will keep your practice secure.
The Tax Pro’s Best Path Forward
Direct your own multi-family office, serve clients more completely and build a sustainable and valuable business.