What to Expect

Version: 1.00 | Updated: 07/30/2025 9:31 am CDT | Published: 07/25/2025
Tags: Discover FG

What to Expect in your Family Office Onboarding

Welcome to Financial Gravity! We are excited that you are interested in joining our family office.

In this video we go over what you can expect during your Family Office onboarding with Financial Gravity.



Ready to move forward? Complete the Transition Evaluation Form here!



Below are the slides we go over in this video:

What to Expect in your Family Office Onboarding.pdf



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Copyright © 2023 – 2025 Financial Gravity. All rights reserved. Investment Advisory Services may be offered through Financial Gravity Asset Management, Inc. (FG Asset Management), an SEC Registered Investment Adviser and/or Financial Gravity Family Office Services, LLC. (FG Family Office Services), an SEC Registered Investment Adviser. Neither FG Asset Management nor FG Family Office Services provides tax or legal advice and is not a certified public accountant.