Personal CFO

Get the peace of mind the comes with being prepared for the future.

personal cfoIf your family is looking for personalized Wealth Services, then you have found a home with MultiGen Wealth Services. Our CFO Service is designed for and caters to busy successful families who would like to Preserve and Grow their wealth.

We start by going deep into Planning, with a complete review of Risk Management, investment Asset Allocation and Cash Flow analysis. We look at efficient ways of managing wealth, and simplifying our client’s financial life.

Each of our families can have their own personal website, or if you prefer, you can download our App to your mobile device. All of your assets will be listed-401{k}, IRA or ROTH, investment accounts, insurance or 529’s, liabilities and reward programs as well as your data on real-estate and businesses, and you can see your total financial life together in a single easy-to-read website. Yes, we can even pull in Trust Accounts, Stock Options/Grants and Long Term Care Insurance. Whatever you list as an Asset/Liability we can add to your website.

“Those who know what they have, fare better than those who don’t”

We can digitize and secure important papers to our secure network: will/estate plan, prior year taxes, deeds, passports, photos of your home, etc. (Ask us about our internet security.) Once we assess where you are at and what you would like to achieve, we will develop an Investment Policy Statement, review how each of your accounts is structured, make recommendations and move forward with clarity and confidence.

In addition to having a personalized website, each client will have a Personal Binder for all statements & performance reporting, along with semi-annual reviews with reporting.

You and your family deserve a complete review with a fresh perspective and independence. We look forward to learning more about your unique family situation and ways in which we can assist.