Wealth without a why is just capital
Serving a select number of families as true partners—not just clients—in preserving entrepreneurial culture and purpose across generations
Wealth created with entrepreneurial vision often loses its meaning and direction in subsequent generations.
Multiple professionals competing for attention rather than coordinating for the family's holistic strategic benefit.
Critical decisions delayed or mismanaged due to lack of operational discipline and coordinated implementation.
Regulatory requirements, tax obligations, and governance structures overlooked or inadequately maintained across generations.
We preserve the entrepreneurial culture and purpose that created the wealth in the first place—ensuring your family's story continues with intention for 100 years, not just one generation.
We're not maximizing returns—we're maximizing purpose alignment across generations.
"57% of family offices now cite governance and decision-making frameworks as a top priority, ranking ahead of returns alone."
— BNY Mellon, Global Family Office Survey 2025
"73% of family offices anticipate the next generation will change the mission or purpose of the office without proper governance structures."
— Bank of America, 2025 Family Office Study
"70% of family offices cite preparing the next generation and succession planning as a key concern and key objective of their family office."
— J.P. Morgan Private Bank, 2024 Global Family Office Report
Your Family CFO orchestrates your entire professional team—attorneys, CPAs, investment managers, insurance specialists—eliminating competition and confusion.
Every financial decision documented not just for what was decided, but why—creating context for generations who weren't in the room.
Build governance structures, education programs, and decision frameworks that work for 100 years—not just this quarter.
We are not building a client roster. We are building a partnership with a core group of families.
Each partner family becomes a true partner with shared economics in Telos Private Office, participating in the firm's success beyond profit sharing and voting rights on our strategic decisions.
This isn't a traditional client relationship. You become an owner-partner in the firm serving your family.
A select number of families with shared economics and a 100 year vision.
If you are an entrepreneurial family with balance sheet of $25M+ in complexity (operating businesses, real estate, or alternative investments) and committed to multi-generational purpose-centered wealth stewardship, we invite you to explore whether we are the right fit.
We take time to understand if we are the right fit for your family. The Purpose Alignment Assessment™ is a 1-3 month mutual evaluation where we explore our respective purpose, vision, missions, and values.
Confidential • No Obligation