Family Wealth Office

Managing for today and planning for tomorrow

If your family owns multiple companies, foundations, and a variety of assets, you can find yourself overwhelmed. You don’t have to be! In our role as your most trusted business and financial advisor, Rigby Financial Group offers Family Wealth Office services to help you and your family manage all the financial aspects of your diverse organizations. From big-picture investment strategies, to day-to-day operations, all the way to planning for estate and business successions, we bring our expertise and knowledge to help you keep your assets financially vigorous and under your control

Here's how we can help you:

  • Financial strategy, planning, and counseling
  • Virtual CFO for businesses and foundations
  • Manage properties and estates
  • Tax and accounting services
  • Plan for estate and business successions
  • Handle day-to-day financial needs

Contact us to get started >