About Us
Who is VentureMFO?
Founded in 2019 by an interdisciplinary team of tax, estate, and investment planning professionals, VentureMFO serves high-income families and their closely held businesses. As an independent accounting and advisory firm, our multi-family office manages aspects of leadership succession and business continuity, family office and governance, and wealth preservation and transfer between generations.
Our strategic advice is based on your family’s mission. Our integrated tax and wealth management knowledge as well as our accounting, financial, and actuarial experience gives us a nuanced understanding of both sensitive family dynamics and complex business structures for wealth preservation, such as trusts, partnerships, foundations, pensions, and boards.
Simply put, we help private business owners and their family-owned enterprises manage ‘the business of family’. Our team of advisors get to know you and your family on a very personal level—and our advice is grounded in support for your success.
What We Do
The problems we solve
Despite hiring experienced accountants, attorneys, and financial advisors, research has shown that a breakdown in family dynamics is a leading cause of failure among family businesses and fortunes.
That’s why our multi-family office focuses on aligning your family’s principles and values with your tangible assets and structures to build a true and lasting legacy.
Our Approach
How we solve them
Focused on a select clientele, our mission is to deliver intergenerational advice that helps build a family and business legacy. As your family office, we will provide you with a single point of contact for the oversight of your complex financial needs.
Singular Client Focus
Family-Oriented Planning
