Family Offices

Supporting your family’s vision and legacy

Managing the diverse financial, philanthropic, risk management, wealth transfer, governance and other needs of a high-net-worth family can be quite complex.  As wealth grows and needs change, it often becomes necessary to retain several advisors to help address issues and to develop a plan for achieving short and long-term goals. While effective for some, the approach often lacks overall integration and coordination between each area resulting in missed opportunity. For this reason, many establish a family office to optimize, manage and coordinate the family’s unique needs.

Why choose us?

We work with family offices in Dallas, Houston, Fort Worth, San Antonio, and across Texas. Our team has experience managing the needs of a new single-family office to multifamily offices with more complicated requirements. From financial planning, wealth management and family governance to risk management, and ongoing accounting and monthly bill pay, Calvetti Ferguson and CF Financial have you covered.

CPA and advisory services

Calvetti Ferguson advises family offices, privately held and public companies, private equity funds, and high-net-worth individuals. They are one of the largest independent accounting and advisory firms based in Texas and provide assurance, tax, advisory, accounting and technology risk services. They advise beyond accounting to eliminate hurdles, identify opportunities, and ensure the best for clients and their businesses.

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