Wealth Planning
Investment Management
Concierge Services

Family Stewards

We all strive for wealth and success. But if you’re there, you know that your cup can also overflow with an abundance of tough decisions.

The Tanglewood Legacy Model

Planning at the Intersection of Your Family and Your Wealth™

Wealth Planning

Strategic Coordination of Financial, Tax, and Legacy Planning.
  • Is anything falling through the cracks across my financial, tax and estate planning?
  • If something happens to me, how will my family manage the finances?
  • How much is enough, and do I have enough?

Investment Management

Customized Portfolio creation, risk mitigation and cashflow generation.
  • How will I create a portfolio to sustain financial independence?
  • How will I create cashflow regardless of the economic, market or interest rate cycle?
  • Is my portfolio tax efficient and customized to my specific needs and desires?

Concierge Services

White glove handling of financial matters on your behalf.
  • How will I interview and choose a new Estate Planning attorney?
  • How will changes in financial landscape and tax law impact me?
  • Can you just handle this for me?

Built for Entrepreneurs and Family Stewards

“We work with families and successful business owners who aspire to be good stewards of their wealth, for themselves and those they care about. They are in the fortunate position to be able to delegate the concerns that come with affluence and want a thinking partner, so they no longer have to make financial decisions on their own.”

Andrew T. Gardener, CFP®

Interrupting the siloed approach to all things financial.

Coordinating and handling financial matters on your behalf – planning at the intersection of your life and wealth.

Family Infinity Green
1950
Founded as the
Family CFO
10: 30
Family to
Staff Ratio
0 %
Employee
Owned
Boutique Family CFO Services

Driven by Stewardship, Built on Experience.