Private Wealth Management
Every part of your wealth, held as one design
The Cypress System coordinates every part of your financial life across thirteen integrated components. We cap capacity so nothing falls through the gaps.
Who we work with
Private Wealth Management at GFO is built for entrepreneurs and families whose financial life has outgrown the people managing it. We serve no more than forty-eight families, because that is the ceiling at which one team can still hold every family's entire picture in its head.
The families we work best with tend to look alike in one way. They built something. A business, a practice, a portfolio of properties, a company they are about to sell or already have. The money came with moving parts, and the moving parts never stopped. They are thinking past their own lifetime, about children who will inherit more than assets. And they want a firm they can call at nine at night when something goes sideways, and a firm that will tell them the truth when the answer is no. If that sounds like you, we should talk. If it does not, we will say so early, and point you somewhere better.
13 | Components of Private Wealth Architecture
$5M+ | Household net worth, minimum
48 | Max families on our platform
What you receive
One architecture. One team. A standing rhythm.
Tax, estate, investments, insurance, entities, liquidity, and legacy, treated as one structure and engineered so each decision knows about the others.
The design
The team
The rhythm
One integrated architecture
People who know your whole picture
A fixed rhythm, every year
Thirteen components, one design. Your investments run on GFO Strategies, our own platform, and they are sized to the plan, not the other way around. When the plan calls for income guarantees or insurance, that is built into the same design, and we tell you plainly how it works and how we are paid.
Thirty days in, every one of the thirteen components has been reviewed and documented. From then on we recalibrate three times a year, and once a year we sit with the whole family and go through all of it. Decisions get made on that schedule, not after the fact.
The people who build your architecture are the people who maintain it. They work directly with your CPA, your attorney, and anyone else at the table, so nothing about your wealth is decided in isolation.
The Cypress System
Thirteen components, three layers, one system, refined across the families we serve and our own. Every component is described by name on its own page, along with the cadence of the work.
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.