Our Fractional Family Office Approach
Our proactive framework guides you down two simultaneous paths—Business Strategy and Wealth Planning—to maximize your enterprise value and personal net worth. Our proactive, collaborative model eliminates planning gaps and unlocks wealth-building opportunities.
Integrated Wealth Optimization for Business Owners
Unlock the full potential of your wealth with a sophisticated, integrated approach to optimization, designed exclusively for business owners. Our elite team of business and wealth advisors seamlessly aligns every facet of your financial life with your ultimate vision, bridging the critical connection between your business and personal financial decisions—a nuance often overlooked by traditional advisors.
Beyond this core team, our fractional family office grants you access to a curated network of niche planning specialists, delivering an unparalleled depth of expertise and strategic insight. This robust framework provides comprehensive, tailored solutions once reserved for the ultra-wealthy, now accessible at a remarkably cost-effective price point, empowering you to confidently achieve your legacy.
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.
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.
