Updated:
MYFAMILYCFO
MYFAMILYCFO, INC. is a state-registered investment adviser in Wausau, WI. It has one employee and one investment adviser. The firm is based in Wausau.
Overview
MYFAMILYCFO, INC. is a state-registered investment adviser in Wausau, WI. It has one employee and one investment adviser. The firm is based in Wausau.
General information
Firm type
Multi Family Office
Frequently asked questions
What services fall under MYFAMILYCFO's 'family CFO' mandate?
The 'family CFO' label generally signals a bundled suite that extends beyond investment management to include consolidated net-worth reporting, cash-flow and entity-level bookkeeping, tax-return coordination, bill-pay concierge services, and intergenerational wealth-transfer planning. This bundling distinguishes MYFAMILYCFO from a standalone registered investment advisor, positioning the firm as the operational backbone for families that lack centralized financial-administration infrastructure.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research MYFAMILYCFO in Altss
Explore available research and relationship coverage for this adviser in Altss.