How we work
Thirteen components. One living system.
A cypress tree holds because of what is under the ground. We organize a family's financial life the same way: five components in the roots, four in the trunk, four in the canopy, held in one structure and reviewed on one rhythm. This is the method behind Private Wealth Management at GFO.
The Cypress System
Thirteen components. One system.
Our Private Wealth Architecture organizes your balance sheet into three structural layers, so foundation, growth, and legacy are designed together instead of managed apart.
Foundation and protection
Integration and lifecycle
Growth and legacy
The Roots
The Trunk
The Canopy
Tax Architecture. Risk & Asset Protection. Liquidity & Leverage Strategy. Ownership & Authority Architecture. Privacy & Discretion.
Income Architecture. Equity & Compensation Strategy. Business Transition & Exit. Estate Transfer Architecture.
Capital Deployment. Concentration & Diversification. Family Capital & Education. Philanthropic Strategy.
A short conversation, not a pitch.
A fifteen-minute call to understand your situation and tell you plainly whether we are the right firm for it. If we are not, we will say so and point you somewhere better.
GFO is a private wealth firm in Coral Gables, Florida, serving families and business owners through Private Wealth Management, GFO Strategies, and Income & Protection.
© 2026 GFO - Investment Advice is offered through Belpointe Asset Management, LLC, 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521. Insurance products are offered through a variety of licensed carriers. Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov. It is important to read our disclosures available at this link: https://belpointeasset.com/disclosure/
