MyFamilyCFO, Inc.

myFamilyCFO, Inc. provides comprehensive financial planning and wealth-management advice to individuals, families and businesses, and states it also serves high-net-worth clients, foundations and trusts. Its services are organized around a proprietary Virtual Family Office framework called Your FuturePresent™ Story, delivered in modular chapters covering longevity, money management, family income tax and business transition, and may be provided in hardcopy, electronically or through a HIPAA‑approved client portal.

The firm’s advisory work is primarily consultative; it generally does not select individual securities or exercise investment discretion for clients, instead using fundamental analysis and referring portions of client portfolios to third‑party investment managers when appropriate. Clients decide whether to implement recommendations, and the firm monitors referred managers’ performance while disclosing any referral or solicitation arrangements.

Compared with many peers, myFamilyCFO does not rely on percentage‑of‑assets fees and instead uses fixed and negotiable planning fees, and it does not charge performance‑based fees. The firm also maintains selling arrangements with retirement‑plan record‑keepers and custodians, may receive referral fees from third‑party administrators, and has related business activities in private asset and risk management—features that are less common for a solo independent adviser.