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