Stewardship.
Solutions.
Impact.

Boutique Family CFO Services
Driven by Stewardship, Built on Experience.

About Us

The Family CFO

Are you an Entrepreneur looking to understand your options regarding the eventual exit and monetization of the business, or a Family Steward that has accumulated financial success and are looking to grow and protect it for generations to come?

We are financial advocates and partners with our families, co-creators of action plans that solve problems and facilitate goal achievement across your financial, tax, business, philanthropic and estate planning needs.

How We Help

Liquidity and Exit Planning
for Entrepreneurs and Business Owners

Liquidity Planning

Understanding the transition from Founder and Entrepreneur to living off your assets.

Valuation Consulting

Critical steps you need to take to get your business ready for sale.

Post Transaction Planning

Ensuring your family and employees are taken care of.

Wealth Planning and Investment Management
for Family Stewards

Wealth Planning

Strategic Coordination of Financial, Tax, Philanthropic, and Estate Planning

Investment Management

Customized Portfolio creation, risk mitigation and cashflow generation.

Concierge Services

White glove handling of financial matters on your behalf

Our Services

What We Do

Successful families typically have several advisors. But how often do advisors meet together to discuss and plan their clients’ specific needs? Tanglewood Legacy Advisors serves as the Family CFO. We orchestrate a virtual boardroom, bringing advisors together to discuss and optimize our clients’ needs.

We work to construct clear pathways that help foster confidence and clarity in the lives of the families we serve. We coach, counsel, analyze, coordinate and advocate. We serve as your family’s enduring partner.

1950
Founded as the
Family CFO
10: 30
Family to
Staff Ratio
$ 0 Million
Entrepreneur Liquidity
Events

Featured In

How We Help

Liquidity Planning.

Selling your Business.
Exit Strategies.

Wealth Planning

Building and Preserving
Your Legacy for Generations