Who We Are

Strategic financial and business exit planning through a multi-family office firm

Fueled by the shared purpose, vision, and plan of our clients, VentureMFO is a multi-family office that advises entrepreneurial families on their exit strategy, family governance design, and multi-generational legacy plan.

At our core, we are financial consultants with a sincere passion for helping our clients achieve their intergenerational goals. Our strategic advice is founded in your family’s mission—and when combined with our integrated tax and wealth planning knowledge, we address leadership succession and business continuity, family dynamics and systems, and wealth preservation and transfer.

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What We Do

Our Services

As an independent accounting and advisory firm, our multi-family office focuses on aligning your family’s principles and values with your tangible assets and structures to help build a true and lasting legacy.

Our Approach

We understand that running a family business can be demanding—so we structured our firm to be the single point of contact for high-income families and their closely held businesses. In our pursuit, we developed a flexible platform to help fill the void between family governance, wealth planning, and management consulting.

With accounting, financial, and actuarial experience, we have an understanding of both family systems and technical structures, including trusts, partnerships, foundations, pensions, and boards. When paired with our platform, we can provide multidisciplinary advice and solutions that help simplify the intricate financial lives of entrepreneurial families.

We serve the unique needs of private business owners and their families

We recognize that a breakdown in family dynamics can be a major impediment in passing wealth to future generations. As such, we created a framework that builds and enhances effective communication and trust within a family enterprise.

Encompassing cultures, values, and heritage, we help you and your family to develop a shared purpose, vision, and plan for the future. We then draw on our technical knowledge to align your family’s mission with your tangible assets and structures to help build a multi-generational legacy.

Our strategic wealth plans are fueled by your family’s shared purpose

When it comes to finding an advisor to help you manage your wealth, the decision is as personal as it is financial. More than expertise and services, we believe it’s an understanding that you’ll be treated like family.

While unbiased, tailored advice is important, all great relationships are built on trust. When you become a client, we get to know you and your family on a personal level–and our advice is grounded in support for your well-being and continued success.

We strive to be your family’s trusted advisor