O.F.O. is a private wealth advisory firm designed to be a dependable and capable partner for your most important asset– your family.
About Us
About O.F.O.
O.F.O. Partners is a privately-held boutique wealth management firm designed to help entrepreneurs and private investors solve the challenges associated with financial success. We provide conflict-free investment management, financial planning, consulting, and consolidated reporting for our member families.
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Chief Investment Office
We provide world-class investment capabilities by designing, selecting, and monitoring portfolios that are fully tailored to each investor. We also reflect our members’ existing assets regardless of where they reside. Our investment experience is grounded in research and extensive experience with taxable investors and family groups.
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Chief Financial Office
We believe that your family’s entire balance sheet should be professionalized and overseen with the same expertise that a great C.F.O. can bring to an operating business. We combine our technology, experience, and network to make the complicated seem simple, and to achieve your strategic goals.
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Services
We recognize that significant wealth comes with many moving parts.
In response, we deliver investment performance and strategic services in an integrated way, combining the value of great investment results with the satisfaction of achieving well-designed goals. Our members look to us as their Chief Investment Office, their Chief Financial Office, or both.
