How We Act As Your Family CFO

Precision Execution

We manage the order and timing of charitable IRA gifts, donor‑advised fund moves, and Roth conversion steps so key deadlines are systematically managed.

Proactive Defense

We track Medicare premium surcharge thresholds, rule changes, and portfolio drift. When conditions change, we make timely adjustments to help avoid unpleasant surprises.

Time & Family

You focus on travel, giving, and family. We coordinate with your CPA and attorney and keep documentation audit‑ready.

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Who We Serve

Retirees & Widowed Clients

Tax‑aware income, generous giving, and a clean legacy—managed year‑round so you can focus on life, not logistics.

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Families with Special‑Needs

ChSNC‑led planning to protect benefits, coordinate trusts and ABLE, and prepare trustees—paired with year‑round execution.

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Why We Limit Our Practice

Most firms try to gather as many clients as possible. We operate differently. Because we act as your Family CFO—coordinating taxes, executing charitable gifts, and maintaining guardrails year‑round—we intentionally cap our practice to protect service quality.

Current practice cap: 50 families (solo). With an assistant: 80 families.

Onboarding is paced—up to two new families per month—so your blueprint is built with care.

When we reach capacity, new families join a priority waitlist for the next quarterly cohort.