WEALTH IS THE RIGHT FIT FOR YOU
Your wealth is the key to succession planning, legacy and the continuation of all you built for all those years and the Center for Family Wealth is the right fit for you.
What is Family Office?
A set of dedicated professionals (Lawyers, CPA, Financial Advisors, Insurance, business consultants and more) all closely working together on the goals, wealth and everything centered around what you have built. The FO will coordinate the client’s trusted professionals to assure maximum expected results.
Why Use a Family Office and what you get in a Family Office?
The idea behind every FO is to work hand in hand with the Family(s) on all aspects of wealth. As someone’s wealth grows so does their ability to handle all the issues that come with such wealth, as in, real estate holdings, stocks, bonds, Private Equity, Trust/Estate issues, tax planning and strategies and so on.
The Family Office is agnostic to what service, advice or professional is being used since the FO is not paid by the product or service. The FO will serve as the collaborative team working with the family to assist in building, protecting, and passing on this wealth.
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Co-Managing Directors
Gregg Linn
Glinn@centerforfamilywealth.com
https://www.linkedin.com/in/gregg-linn-435a206
Phone Number : 602.524.4165
PJ Phillips
PJPhillips@CenterforFamilyWealth.com
https://www.linkedin.com/in/pauljphillipsjr/
Phone Number : 480.516.4644