Private Wealth Management
Every part of your wealth, held as one design
The Cypress System coordinates every part of your financial life across thirteen components, with one team responsible for all of it. For families and business owners with $5 million or more in net worth.
Who we work with
Private Wealth Management at GFO is built for families and business owners whose financial life has outgrown the people managing it: households with $5 million or more in net worth. One team holds each family's entire picture, and the people who build the plan are the people who maintain it.
The families we serve best built something: a company, a medical or law practice, a real estate portfolio, a business they've sold or are getting ready to sell. The money came with moving parts, and the moving parts never stopped. They're planning past their own lifetimes, for children who will inherit responsibility along with assets. And they want their CPA, their attorney, and their advisor working from one plan.
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
One team, the whole picture
A fixed rhythm, every year
Your investments run on GFO Strategies, sized to the plan, not the other way around. Every relationship includes an income and protection review. When the plan calls for an income floor or insurance, it's built into the same design, and you'll see what it costs and how we're compensated before you decide.
In the first thirty days, the Wealth Foundation Review documents all thirteen components. After that, three Calibrations a year keep them current, and once a year the Annual Folio Review walks through all of it with your family, in person.
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.
A short conversation, not a pitch
Fifteen minutes to understand your situation and a plain answer on whether Private Wealth Management fits. If it doesn't, we'll say so and show you what does.
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/
