Creative Resources Family Office Services (CRFO) caters to high-net-worth individuals seeking exclusive, concierge-level financial management. Designed for clients with a minimum of $5 million in assets, we offer tailored solutions that include investment management, estate planning, and tax mitigation strategies.

Our dedicated team works closely with you to craft a holistic approach that addresses your complex financial needs. With a focus on personalized attention, seemless reporting and the highest level of transparency, we ensure that your wealth is managed effectively, allowing you to enjoy life while we handle the intricacies of your financial landscape.

By Offering three Cumulative Tiers of services CRFO is able to customize your engagement by offering increasing levels of support :

I. > Foundations

II. > Stewardship

III. > Heritage

( Monthly Tiered Fee Schedules Apply )