Family Office Services

personal cfo services

You've become a successful business owner and you're finally the one calling the shots. You are in control of your financial future but are constantly on the move and need to stay focused on business. That's where Colgate Group comes in. We'll oversee your finances as your personal CFO. As your trusted advisor, we'll manage your entire financial portfolio including investments, financial planning, estate planning, and asset reporting. Your personal CFO will show you how to budget your spending, save for the future, and minimize taxes.

You can count on your personal CFO to suppress tax obligations and safeguard your wealth. Your CFO will establish financial controls to track all the money going in and out of your accounts to be certain funds are never missing or mishandled. Our goal is to keep you on the path to achieving your financial goals so you can live your life.

Call us at 212-739-9249 now or request a consultation to learn more about how a personal CFO can help preserve and protect your wealth. Our Boston wealth management firm works with a wide variety of business owners, entrepreneurs, and individuals in Boston and NYC.

Wealth management for individuals includes: