FINRA's BrokerCheck

Family CFO

Navigating your family's financial goals


A family CFO assists individiuals, families and businesses navigate financial considerations. Here are a few ways you could benefit:
 

  • Time to focus on career and job related issues, knowing that an expert is managing financial affairs.
  • Personalized and tailored education and advice about employee benefits, taxes, investments, and insurance. 
  • Income tax preparation as needed, for an additional fee. 
  • No need to transfer assets to an unfamiliar advisor. 
  • Other independant services are also available, such as life insurance policy research. 
  • A trusted advisor to help your family through tough times of crisis and loss, giving you peace of mind that an expert will be assisting with difficult and timely decisions.

 

Whether we can help design and implement a strategy, or review what you currently have in place, Rehmann Financial serves as an objective financial advisor to our clients, providing them with: 

 

Goal management strategies

Working with each individual’s short- and long-term goals, the Family CFO offers financial planning and coordination of the individual’s entire investment portfolio (pension, 401k, equities, etc.) with guidance on investment mix and asset allocation. Additionally, the Family CFO helps educate and guide clients on estate plan issues as well as organize employee benefits (healthcare, disability and life) with personally funded benefits.

Individual client-focused attention 

Clients meet with their Family CFO during two or three face-to-face meetings per year — with the possibility of a fourth when circumstances require (e.g., a meeting with an estate planning attorney). Meanwhile, clients and their family have unlimited written and telephone access to their CFO. A retainer fee structure offers greater flexibility and is created based on the complexity and size of the relationship. Tax return preparation can be coordinated for an additional cost, as can asset management with a reduced rate.

All-encompassing approach

When it comes to assistance with your future, you want someone who knows you and your business — Rehmann can navigate your needs all under one roof. More than 800 associates, providing a host of services, help our clients to maximize estates, protect their legacies, develop tax strategies and more.

 

Meet The Rehmann Team

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