"Chosen Family Office gave me the compassionate support and guidance I needed to identify my values and make big decisions about what to do with my new access to wealth. They helped move me away from shame and paralysis and towards more generosity (with myself and others). I would highly encourage anyone wrestling their money and privilege issues alone to recruit these excellent humans onto your team!"
- John, CFO Client
Testimonials
“Working with CFO has made the challenging and emotional work of wealth redistribution feel joyful, safe, and revelatory.”
- Addie, CFO client
“Being able to be part of a collaboration means I’m not the only radical money mover that my client is working with. They get access to a whole set of professionals to support them in aligning their investments, redistribution, real estate assets, and more. AND a set of experienced organizers who can support them on their own organizing of family members, trustees, and their broader network.”
- Sarah DeLuca, Move Money Shift Power
“What's special about Chosen Family Office is that it puts clients at the center while weaving together multiple financial practitioners who hold shared values to cultivate a cohesive strategy. Instead of hearing from a client that, ‘I talked to my estate attorney who said XYZ, what does that mean for what we're doing over here?’… We're able to move as a coordinated team that can say to clients, ‘hey, I heard XYZ from your estate attorney, and that made me think about what we need to do over here.’ In this way we can move from reactive to proactive, which enables us to be more nimble and strategic in the practice of wealth redistribution and family organizing.”
- jordyn middlebrooks, Obran Capital Advisors
“This is the thing I've been wanting to do for years and overwhelmed having to do it all by myself, tracking it all down is scary and has been a barrier. But having a place where I don't have to stress about vetting and coordinating people - not stressing about it has been really valuable.”
- Anonymous, CFO client
“It has been super helpful for me and my journey and really nice to have people in the finance world who understand and can help break things down with you, explain things to you, without making you feel dumb. Including, supporting with hard conversations with advisors, it's been crucial to have someone on the inside and you don't get that a lot.”
- Frances, CFO client