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 complex decisions:
ClearPoint Family Office unravels this complexity. Our multi-disciplinary team integrates business growth, value enhancement, and personal wealth planning into a unified strategy. Bringing together your proactive planning team eliminates the inefficiencies of siloed advice and delivers tailored solutions designed to maximize your life’s work.
Conventional wealth management typically offers limited, standardized solutions that often fail to address the unique challenges entrepreneurs face. Traditional advice is frequently constrained by outdated compensation models that prioritize institutional growth and asset gathering over your unique needs.
At ClearPoint Family Office, we redefine advisory services with our innovative Fractional Family Office model. Designed by business owners for business owners with net worths of $5 million to $75 million, advice and solutions previously reserved for the ultra-wealthy are now accessible to small and mid-sized business owners.
Why ClearPoint?
Tailored Strategies
Our fee-based model focuses on delivering better outcomes rather than gathering your assets, thereby eliminating conflicts of interest. Unlike firms driven by commissions or asset management, we prioritize your success.
Collaborative Expertise
Business advisors and wealth planners work together on your proactive planning team, delivering synergistic solutions. Our extensive network of tax planning, risk mitigation, legal, and business advisory specialists adds a deep bench of niche planning expertise to your team.
Unified Planning
We integrate business and personal financial decisions, ensuring every aspect of your planning aligns with your vision for growth and legacy.
Proven Experience
With deep expertise in serving business owners, we bring unique insights into what works to achieve tangible, measurable results.
The Founder’s Freedom Process
Our proactive Founders Freedom Process removes roadblocks and delivers integrated solutions to guide you from complexity to prosperity, maximizing your business value and personal wealth. We guide you down two simultaneous paths—Business Strategy and Wealth Planning—to eliminate planning gaps and unlock wealth-building opportunities.
Business Strategy:
Maximize Enterprise Value
Your business is your largest asset. We help you assess, protect, enhance, and ultimately harvest its value with a comprehensive approach:
Assess Value:
Receive a detailed valuation report, industry benchmarks, profit and value gap analyses, and best-in-class comparisons to understand your business’s current and potential worth.
Protect Value:
Conduct risk assessments, review mitigation strategies, and plan to safeguard against catastrophic risks to eliminate your biggest dangers.
Enhance Value:
Assess business attractiveness, identify growth opportunities, and develop a strategic plan to increase your business’s value exponentially.
Harvest Value:
Prepare for an eventual exit with business and personal readiness planning and assist in securing an ideal buyer or transitioning to new ownership.
Wealth Planning:
Secure Your Freedom
We optimize your wealth by coordinating every financial aspect to secure your freedom, ensuring clarity and confidence in your future.
Freedom Point:
Understanding the amount of wealth you need to live your ideal life without financial constraints.
Lifetime Cash Flow:
Map your lifestyle needs and income sources. Design tax-efficient cash flow strategies for pre- and post-transition scenarios.
Tax Reduction:
Develop proactive business, personal, and estate tax reduction plans throughout your lifetime to retain more of your wealth.
Investment Consulting:
Align investment strategies with key objectives. Review plans to preserve wealth through inevitable market and economic downturns.
Estate & Wealth Transfer Planning:
Review and refine plans to ensure seamless wealth transfer to your heirs. Multi-generational planning to design your legacy.
Asset Protection:
Assess risks and current mitigation plans, and recommend additional steps to shield your wealth from financial threats.
Client Success:
A Transformative Journey
John and Sarah received disjointed advice from multiple advisors, leading to undue risks and missed opportunities. ClearPoint’s Fractional Family Office model and Founder’s Freedom Process provided a unified strategy, transforming 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 gave us clarity and confidence. For the first time, our business and personal goals are aligned, and we’re on track for a secure future.”
– Sarah
Maximize Your Potential Today
Break free from conventional advisory limitations with ClearPoint Family Office. Let us help you align your business and wealth planning with your vision for a lasting legacy.
