Break Free with ClearPoint
Family Office
Guiding entrepreneurs from complexity to prosperity through unified business and wealth planning centered around your life and legacy.
A New Era of Advisory Services
Maximizing your potential brings unique challenges and comples decisions:
How do you preserve wealth, reduce taxes, fund your lifestyle, know your business value in the market, or prepare for a transition? Coordinating multiple advisors often leads to disjointed advice and missed opportunities.
ClearPoint Family Office, created by business owners for business owners with net worths of $5–$75 million, unravels this complexity. Our Fractional Family Office model delivers bespoke strategies previously reserved for the ultra wealthy, eliminating the inefficiencies of traditional wealth management.
Why ClearPoint?
Unified Planning
Integrates business, wealth, and life design.
Conflict-Free
Fee-based model prioritizes your success.
Elite Solutions
Proactive teams deliver tailored strategies.
Extensive Expertise
Designed for successful entrepreneurs.
Freedom Process
Our proactive Founders Freedom Process removes roadblocks and delivers elite solutions to guide you from complexity to prosperity, maximizing your business and personal wealth.
Business Strategy:
Maximize Enterprise Value
We help you assess, protect, enhance, and harvest your business value:
Assess Value:
Valuation for market worth, benchmarks and gap analysis to maximize potential.
Protect Value:
Risk assessments to safeguard current value.
Enhance Value:
Strategies to exponentially increase business value.
Harvest Value:
Analyze exit options, prepare for transition or locate ideal buyer.
Wealth Planning:
Secure Your Freedom
We optimize your wealth to fund your lifestyle and legacy:
Lifetime Cash Flow:
Tax-efficient strategies for all phases
Asset Map:
Clear overview of assets and liabilities.
Freedom Point:
Assets and income needed for your ideal life.
Tax Reduction:
Minimize business, personal, and estate taxes.
Investment Consulting:
Align strategies with objectives, preserve wealth through market changes.
Estate Planning:
Ensure seamless wealth transfer to heirs.
Asset Protection:
Shield wealth from catestrophic risks.
Client Success Story
With a net worth of $20 million, they faced disjointed advice. ClearPoint’s Founders Freedom Process transformed their future:
- Increased business value by $4.8 million through targeted enhancements.
- Reduced lifetime tax liability by $2.9 million with proactive planning.
- Increased after-tax cash flow by 30% using innovative solutions.
- Secured their legacy with clear estate and asset protection plans.
Manufacturing Business Owners
“ClearPoint aligned our business and personal goals, giving us confidence in our future.”
– Sarah
Secure Your Freedom Today
Break free from complexity with ClearPoint Family Office. Contact us to align your business and wealth planning with your vision for prosperity.
