Family Wealth Office

An advisor to help you run the present and plan for the future

Owning multiple companies, foundations, and assets does not have to be overwhelming. In our role as financial advisors, the Rigby Financial Group offers services for Family Wealth Offices that help you and your family handle all of the financial aspects of both these 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 and your assets financially fit.

Here's how we can help

  • 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 >