Project Main Details
You’ve built a Personal Financial Enterprise (PFE), but no one is helping you manage it.
Each decision you make could expose your family to risk, hurt your businesses or put you into risky legal standing. And chances are, without a central guiding strategy for your business, investments, and home, you are losing millions of dollars and don’t know it.
You have advisors to help: CPAs for taxes, attorneys to keep you legal, investment advisors and insurance providers, the list goes on and on. Too often, the network of advisors isn’t well connected or informed by one another. At the end of the day, you have to coordinate the disparate advice make the decisions yourself.
Most personal wealth originates from business and is built and maintained by well-structured organization and careful oversight — a CFO informing the CEO. Life is even more complex than business, but most successful Personal Financial Enterprises do not have a CFO role informing you, the CEO of your PFE.
What if you could have a CFO for your PFE?
So often we find families lack even basic financial reporting to determine where they are and how they are doing. Most PFEs lack structures to protect their wealth.
Without a holistic view of your PFE, from your timber land to your monthly cash flow, and a plan to protect, grow, and distribute your wealth, you don’t know the far-reaching ramifications of each decision you make.
What would it look like if you had another advisor when that deal went wrong in 2003? Or when your portfolio crashed in 2008? Each decision you make not only affects your family and your enterprise today, but decades into the future.
Addicus works with you and your advisors to identify every aspect of your Personal Financial Enterprise and then formulate a holistic strategy to protect and grow the wealth you’ve worked so hard for, and set a plan for how you will use that wealth as you age.
We give families confidence they are doing the right thing with their wealth and moving toward their goals.
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