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.
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.
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.
Insights & Research
We love to absorb investment research and ideas that address taxable and family investors like you. There is a scarcity of attention to this topic by traditional money managers, banks, and brokerage houses, so we’d like to share some of our favorites with you here.
