Governance
Multi-generational alignment and advanced planning. At this stage, governance and succession become as important as investment performance.
Family Wealth Track
This stage is for families with $50M+ in total assets. The portfolio likely includes significant operating businesses, diverse real estate holdings, private equity and venture investments, and complex trust and estate structures.
Multiple generations may be involved in oversight or benefiting from the wealth. The stakes for coordination, governance, and succession planning are significant. This often requires dedicated family office resources, whether internal or outsourced.
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Annually
While outcomes vary, clients at this stage commonly see:
Explore articles and case studies related to this topic.
A structured agenda for families with $10M+ in assets to review investment performance, entity structures, insurance coverage, estate plan updates, and next-gen engagement before the second half of the year.
Hiring a fractional CFO at the right time transforms cash visibility and decision quality. The 7 signals you're ready, the revenue thresholds where it makes sense, what the first 90 days should look like, and how to evaluate firms.
Fractional CFO services typically cost $3,000–$10,000 per month for SMBs and $10,000–$25,000 for $20M+ or multi-entity businesses. Here's a complete pricing breakdown by stage and scope.
Information provided is general in nature and is not legal or investment advice. Outcomes described are typical but not guaranteed and vary based on individual circumstances.