"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