The individuals and families we work with quickly discover at Council Family Office we are a process-driven, solutions-based, forward-thinking firm dedicated to providing you with the financial solutions that complement your unique life and circumstances.

 

Our priority is to provide you with comprehensive, process driven financial guidance combined with a personalized experience designed to create better outcomes in your life and the lives of your family members.

Our planning process is grounded in the belief that our advice and service should be as unique as the individuals or families we are working with. Each financial plan is tailored to our client’s specific circumstances considering their cash flow, investment objective, personal goals, and the need for portfolio growth and retirement income.

SPEAK WITH A FOUNDER

Integrated Wealth Strategies

In analyzing your current financial situation, we employ Pareto Principle analysis techniques. This is a decision-making technique used to statistically separate the data entries into groups with the most or least effect on the data. It is commonly used in business to find the best strategies or problems to pursue.


The Pareto ratio provides us a rule of thumb, and we incorporate other analytical tools alongside Pareto analysis to justify the validity of our findings and to provide you with an optimal solution for your situation.


Ultimately, it optimizes the overall organization’s performance by coordinating the highest return activities to pursue.

Our Approach to Constructing

Your Financial Roadmap

Each plan we design is the result of information gathered from our proven process which considers the major themes of wealth and risk management, taxes, estate planning, cash flow, philanthropy and 85 additional key elements of wealth creation.


We understand the concept of collaboration and work closely with the other professionals in your life to create the best possible solution for you now and in the future as your financial and charitable needs change.

Our Planning Roadmap Provides You Both Flexibility and Scales with You as Your Situation Changes

Our planning process integrates your critical financial plan roadmap considerations to provide you the data, insights and answers you need to create a pathway to grow your wealth and achieve your personal goals.

Share by: