Teri Wagner, CPA
Founder & Chief Financial Officer
Family Office CFO
for High-Net-Worth Families and Successful Family Businesses
As wealth increases, financial complexity also increases.
With more than 30 years of experience, we understand the unique financial and tax aspects of high-net-worth families and their family businesses. With the highest levels of integrity and independence, our boutique CFO services focus on managing each family’s complex financial matters to achieve the greatest impact.
Whether your goals are focused on family legacy, tax reduction, business growth, philanthropy, or asset protection, we are well-versed in helping families meet their objectives.
And… to ensure our clients receive stellar white-glove support and guidance, we keep our client to advisor relationships at 8:1 or less.
Our Areas of Expertise:
Customized CFO Services (both in-person and remote)
Oversee financial objectives and analysis of financial results
Maintain and report on financial investments and affiliated businesses
Monitor Key Performance Indicators (KPIs) and advise on areas for improvement
Succession planning and business transfers to future generations
Advise on business sales and mergers
Trust and estate planning, along with administration
Cash flow management between multiple investments and businesses
Clear communication to stakeholders and family members
Projections, budgets, and forecasts
Oversight and review of tax returns, including personal, estate, trust, nonprofit, and business tax returns
Assist with due diligence and financial impacts of new investments
Wealth transition across generations
Management of philanthropic endeavors, such as private foundations
Liaison with legal counsel, wealth managers, and banking relationships
Assist with structuring terms for new and ongoing investments/businesses
Oversee core finance and accounting functions
Identify areas for financial improvement
Review cash flow management processes and project needs
Develop recommendations for integration of technology to enhance processes
Obtain significant business and asset values
Meet business and family goals
Mitigate financial risk
Have multiple asset and business income streams
Focus on investments and businesses within the United States
Foster a culture of family legacy and community
Value accurate and timely financial information
Operate with integrity and desire cohesiveness
Our Clients:
Getting started is a straightforward process.
It all begins with a conversation to understand your unique family needs and challenges.
Our Advisors
Teri Wagner, CPA
CFO & Strategic Family Advisor
Teri’s excitement for helping families reach their goals will have you believing anything is possible!
With more than 30 years’ experience working directly in a family office and working closely with hundreds of family businesses, Teri brings big-picture guidance and deep expertise to the many facets of family wealth.
Her profound understanding of taxes and strategic financial growth for businesses, estates, trusts, and investments brings a breadth of knowledge beyond the industry standard.
Teri excels in working with families and their related businesses who want to:
Increase business profits
Determine best wealth transfer techniques based on their particular situation
Define customized goals and steps for achievement
Develop customized reporting for analysis of businesses and investments
Reduce risk and manage cash flow
Design and implement strategic financials plans to obtain goals
Sell or merge a business
Succession planning for business transfers
Increase philanthropic endeavors and understand the tax ramifications
Have clear and effective communication while understanding family dynamics
Leave a family legacy through wealth preservation and/or philanthropy
Shontina Coers
CFO and Client Advisor
Shontina’s positive outlook and belief that everyone can achieve their dreams contributes to the great success of our clients.
After more than 20 years of business experience in both operations and leadership, Shontina’s forward-thinking and implementation skills are stellar.
Our clients love Shontina’s practical and often hands-on approach to transforming ideas and goals into manageable actions that bring our client's visions to life.
Shontina loves working with clients to:
Customize the detailed pathway for greater profits
Analysis of current operating processes and improvement recommendations
Determine new practices for operational efficiencies
Integration of technology to streamline accounting processes
Create analysis of financial information for forecasting and cash-flow planning
Update and define family leadership roles and responsibilities based on goals
Create efficiencies for flow of information
Oversee management and coordination of fiscal reporting
Develop and maintain internal control systems to safeguard assets
Create budgets, forecasts, and financial statements
Monitor Key Performance Indicators
Insights & business advice on our blog:
Start a conversation with an advisor today.
We offer a free no-obligation discovery call. Let's have a conversation about your goals, your greatest challenges, and the path forward.