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Coordinated Financial Management
Coordinated Financial Management coordinates investments, tax, estate, and insurance planning for affluent families as an RIA-based multi-family office.
Coordinated Financial Management
Coordinated Financial Management positions itself as a comprehensive financial coordination firm for wealthy families, combining investment advisory with tax strategy, estate planning, and insurance oversight. The firm targets clients seeking a single point of accountability for their financial affairs. Its service model mirrors a multi-family office, with dedicated teams assigned to each client relationship. The firm's wealth management approach emphasizes tax-aware investing and intergenerational wealth transfer. Geographic focus appears to be US-domiciled clients. The firm's team structure suggests a collaborative model, with specialists in various financial disciplines working under a unified advisory umbrella. Client minimums and asset thresholds are not publicly disclosed. The firm likely operates with a small-to-mid-sized professional staff concentrated in a single headquarters location. Coordinated Financial Management's structural differentiator is its holistic coordination model itself — the firm claims to unify disparate financial functions under one roof, reducing the need for clients to engage multiple separate advisors. This approach appeals to families that value simplicity and integrated oversight over specialist boutique expertise.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
US
City
—
Corporate office
—
Frequently asked questions
How is Coordinated Financial Management structured?
Coordinated Financial Management operates as a registered investment advisor (RIA) that functions like a multi-family office. The firm coordinates investment management, tax planning, estate planning, insurance advisory, and other financial services under one roof. This structure allows clients to have a single point of accountability rather than managing multiple separate advisors.
What services does Coordinated Financial Management offer beyond investment management?
Beyond investment management, Coordinated Financial Management provides tax strategy and preparation, estate planning, insurance and risk management, retirement planning, and philanthropic advisory. The firm positions these as integrated services delivered through a coordinated team of specialists.
Who are the key principals at Coordinated Financial Management?
The firm's principals are not publicly disclosed. No named leadership team or ownership structure appears in available public records. Potential clients typically learn about the leadership team through direct engagement.
What is the client minimum for Coordinated Financial Management?
Client minimums and asset thresholds at Coordinated Financial Management are not publicly reported. The firm does not disclose its minimum investable assets requirement, though its service model suggests a focus on high-net-worth families.
How does Coordinated Financial Management source investment opportunities?
The firm's investment sourcing approach is not publicly documented. As an RIA, it likely uses a combination of third-party asset managers, open-architecture platforms, and proprietary research. Direct co-investment or exclusive deal participation has not been confirmed.
Where is Coordinated Financial Management headquartered?
The firm's headquarters location is not publicly disclosed. All available records indicate it operates in the United States, but no specific city or street address has been made public.
Does Coordinated Financial Management maintain separately managed accounts?
Given its RIA structure and family-office service model, Coordinated Financial Management likely offers separately managed accounts (SMAs) for qualified clients. However, the firm does not publicly detail its account structures or investment vehicles.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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