Your Multi-Family Office

CFOs Are Not Just for Your Business

United with you. United for you.

We diligently listen and truly get to know you — that’s how Solidarity Wealth aligns with our clients.

Think of a family office as a corporate finance team for your personal finances—we are your Family CFO. We have an extensive team of wealth advisors, investment strategists, and tax advisors to offer a wide breadth of resources when you need them. In short, we simplify your financial life.

Here are some of the family-office services Solidarity Wealth offers:
  • Bookkeeping
  • Bill Pay
  • Tax Return Coordination
  • Personal Financial Reporting & Analysis
  • Fiduciary Accounting
  • Tax Planning
  • Sourcing of Banking & Lending Relationships
  • Family Meeting & Mission Statement Planning
  • Wealth Education to NextGen Family Members


Our family office exists to help generations enjoy their wealth and life to the fullest.

*Neither Pershing nor Addepar are affiliated entities of Solidarity Wealth