Fractional Family Office

Work with Emory Wealth to create and execute your personal financial strategy. Buckets include:

• Tax strategy
• Traditional investments
• Real estate and alternative investments
• Cash flow strategy
• Estate planning
• Insurance & defensive strategy
• Retirement plan and long-term financial strategy

No assets under management (AUM) percentage fee. For many clients, the tax savings alone pays for the fractional family office service.

Work closely with financial advisor Michael Harris and his team of niche experts over the first quarter of planning, then meet quarterly to course correct and adjust your personal strategy as your needs change.

Includes all benefits of the VIP membership in the Co-Investing Club as well.