Having worked with high net worth individuals and their families for over 20 years, Worth Financial has established Worth Family Office to cater to the unique needs of these families. In keeping with our objective and fiduciary role as the financial planner, we leverage our internal expertise and external network to quarterback the best solutions for our clients in all of the following areas:
- Investment Stewardship
- Family Governance
- Accounting and Financial Reporting
- Lifestyle Concierge
Ultimately, Worth Family Office works with clients to create, support, and monitor the best circle of resources to protect and reach their goals.
As you are the CEO of your life, you often need a CFO….someone with the skills and expertise to strategize and lead your investment and financial matters. With over 20 years of experience and a proven track record, Worth Financial is your Personal CFO resource.