New Articles

  1. What to Expect: Check-In Call

    Created On: 04/28/2025 in Client Essentials What to Expect
    Family Office Client Success Check-In Call Guide What is the New Client Check-In Call? The New Client Check-In Call is a follow-up conversation designed to give clients the opportunity to ask questions, share any concerns, and ensure the...

  2. What to Expect: Review Call

    Created On: 04/28/2025 in Client Essentials What to Expect
    Family Office Client Success Review Call Guide What is the Family Office Client Success Review Call? The Client Success Review Call is a dedicated time for Advisors to connect with clients, review portfolio performance, discuss recent li...

  3. Beneficiaries Explained!

    Created On: 04/17/2025 in Client Insights The Basics
    Understanding Beneficiaries: What They Are & Why They Matter As part of your investment and estate planning, naming beneficiaries is a crucial step. Let’s walk through what beneficiaries are, why they’re important, and the different types you ma...

  4. How To: Share a document securely

    Created On: 04/17/2025 in Client Essentials Support Guides
    How to share a document securely There are 2 options on how to share an investment related document with our team. Below are the steps on how to achieve both options which will keep your Client data and documents protected and secure. Op...

  5. What to Expect: FG Legacy Services

    Created On: 04/16/2025 in Client Essentials What to Expect
    Legacy Services Client Overview Financial Gravity Legacy Services is a specialized part of our family office, dedicated to helping you grow and preserve your legacy. Whether it’s through setting up a trust—a powerful tool to manage, protect, and...

  6. Tax Portal Guide

    Created On: 03/31/2025 in Client Essentials Client Portals
    Client Guide for Tax Services Portal TaxDome is a comprehensive practice management platform that allows clients to securely communicate, upload documents, e-sign forms, and manage all their tax-related needs in one convenient location. This po...

  7. Time Weighted Return - How is it Calculated?

    Created On: 02/04/2025 in Client Insights Investment Foundations
    TWR = Time Weighted Return a measure of investment performance that eliminates the impact of external cash flows (deposits and withdrawals) to reflect the pure performance of an investment or portfolio over time.

  8. Time Optimized Planning

    Created On: 01/30/2025 in Brochures
    Our Time Optimized Planning™ aligns investments with income needs and risk tolerance, using a Safety First, Steady Second, Grow Third approach to ensure stability, growth, and tax efficiency over market cycles.

  9. The Family Office Advantage Text Brochure

    Created On: 01/30/2025 in Brochures
    Discover the Family Office Advantage® where our expert team collaborates to deliver tax-optimized, holistic financial strategies tailored for your family, offering an unparalleled service experience.

  10. The Family Office Advantage Comparison Table Brochure

    Created On: 01/30/2025 in Brochures
    Discover comprehensive financial solutions with our Family Office Advantage®—expertly integrating tax strategies, wealth management, retirement, estate planning, and risk mitigation to secure your financial future.
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