StrategicMFO Overview

General Information

StrategicMFO is a multi-family office headquartered in Charlotte. The firm provides comprehensive wealth management, investment advisory, and legacy planning services to families seeking tailored solutions for complex financial needs. With a focus on long-term partnerships, StrategicMFO aligns its strategies with client objectives across asset classes and generations—supports families in preserving and growing wealth through disciplined stewardship and a collaborative approach to financial decision-making.