Financial Gravity Companies, Inc. Overview
Established with a vision to bring family-office advantages to a broader client base, Financial Gravity Companies, Inc. (FGCO) serves as the parent company of the family-office platform known as Financial Gravity (FG). FGCO’s mission is to democratize the benefits traditionally available only to the ultra-wealthy—by offering a “Turnkey Multi-Family Office Charter” that unifies tax, investment and risk-management advice across client relationships.
Our Value Proposition
- “Taxes First” Philosophy: Financial Gravity emphasizes placing tax strategy upstream of investment policy, on the premise that proactive tax planning enhances advisor alpha and client outcomes.
- Multi-Disciplinary Family Office Model: Rather than disjointed planning silos, FG’s model brings together investment, tax, risk and family-office services into a coordinated structure, offering a seamless client experience.
- Accessibility & Scale: By internalizing the systems and infrastructure of a family office and making them available to financial advisors, tax professionals and their clients, FGCO claims to open up the “family office advantage” to the mass affluent.
- Advisor & Tax-Professional Empowerment: The firm supports financial advisors and tax professionals with “done-for-you” infrastructure, allowing them to scale, deliver high-level services, and transition into roles such as Family Office Director.
Our Structure – Platform, Services & Subsidiaries
The FGCO platform embraces multiple specialized units to cover the spectrum of wealth-management, tax, legacy and asset-management needs. While the website explicitly lists the subsidiaries below, the emphasis is on providing a unified offering under the FG umbrella.
Subsidiaries
- Financial Gravity Family Office Services (FGFOS): A registered investment adviser and fractional family-office service provider.
- Financial Gravity Asset Management (FGAM): A registered investment adviser offering a turnkey asset-management platform.
- Financial Gravity Enhanced Markets (FGEM): An independent marketing organization (IMO) focused on annuities and life-insurance solutions.
- Financial Gravity Legacy Services (FGLS): Dedicated to legacy planning, estate-transfer, and family-office continuity.
- Financial Gravity Tax Services (FGTS): Tax-services firm specializing in tax-returns, strategic tax planning, and projections.
- Tax Master Network (TMN): A tax-strategy firm offering customized tax-blueprints for individuals and businesses.
These units collaboratively support the FG “Turnkey Multi-Family Office Charter” and help advisors integrate their practice into a full-spectrum family-office model.
Financial Gravity Companies, Inc. offers an integrated, tax-centric, family-office style platform accessible to advisors, tax professionals and affluent client through a coordinated suite of services under one umbrella. By combining investment, tax, risk and legacy strategies into a unified offering, FGCO aims to deliver “Good Advice. No Surprises.” while enabling advisors to build scalable, high-value practices.