Teri Wagner business consulting on the phone walking on grass in Walla Walla WA wearing business attire with a black purse

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.

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Our Areas of Expertise:

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  • 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.

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Our Advisors


Teri Wagner posing in business attire at the Walla Walla WA office with big windows and greenery in the background

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 posing in a white blouse at the Walla Walla WA office with big windows and greenery in the background

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:

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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.