# MYFAMILYCFO

MYFAMILYCFO is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** myfamilycfo.net
- **LinkedIn:** https://www.linkedin.com/company/myfamilycfo-inc

## Regulatory record

- **CRD number:** 159400
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159400

## About

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.

## 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.

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Last updated: 2026-08-10T23:49:37.812Z

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