Family Office Wealth Management.

Legacy
Your Financial Legacy, Managed with Care and Precision.
Secure, grow, and protect your wealth with our tailored, family office approach to comprehensive financial management.
Tax First Approach.
By focusing on tax efficiency from the outset, we help you retain more of your earnings, optimize your investments, and minimize liabilities. Our proactive tax strategies are integrated into every aspect of your financial plan, ensuring that your wealth grows with the maximum possible benefit while staying compliant with ever-changing tax laws.
Tax-Efficient Investment Strategies
Design your investment portfolio with a focus on maximizing after-tax returns, ensuring that every decision enhances your wealth.
Estate Planning with Tax Optimization
Craft estate plans that preserve your wealth for future generations while minimizing estate and inheritance taxes.
Tax-Aware Retirement Planning
Plan your retirement with strategies that reduce tax burdens, ensuring you retain more of your savings during your golden years.
Wealth Transfer with Minimal Tax Impact
Facilitate the transfer of assets to heirs or charitable causes with strategies that minimize the tax impact, preserving your legacy.

CFOvantage Has Revolutionized My Wealth Management.
Before partnering with CFOvantage, I felt like my wealth was being managed in silos, with little consideration for tax efficiency. Their integrated, tax-first approach has completely transformed how I manage my finances. Now, every decision is optimized for both growth and tax savings, giving me confidence in my financial future.
Peter MacDonald-Sim
Founder

A Holistic Approach That Truly Protects My Legacy.
CFOvantage’s family office model has been a game-changer for my family’s wealth management. They’ve helped us create a comprehensive plan that not only grows our wealth but also ensures it’s protected for future generations. Their focus on tax efficiency and personalized strategies has given us peace of mind that our legacy is secure.
Katie Johansen
Small Business Owner