You're an entrepreneur with a fire in your belly.
PCFO is your bucket of gasoline.
PCFO is an exclusive network of Personal CFOs that empower 8-figure entreprenerial families to find their flow.
You are a fit if you lead an entrepreneurial family with:
A Growth Mindset
You believe failure is required to learn, grow and improve.
$10m+ In Liquidity
You have created $10m of personal liquidity, and believe your money should work as hard as you do.
A Desire To Level Up
You are constantly pushing the boundaries of what is possible and seeking expansion always in all ways.
A Vision Bigger Than Themselves
You have a big vision for your life, personally and professionally and are driven to leave a legacy that lasts for generations.
A Need for Comprehensive Financial Strategy
You built your company with a strong number 2. You believe your wealth should be run like you ran your business.
A Desire for Proactivity
You believe anything is possible with the right proactive partnership.
You're an entrepreneur with $10m+ of liquidity to invest and prefer to outsource the strategy, structure and systems behind your wealth.
The opportunity
In wealth will transfer over the next two decades. The majority of which that was created by first generation entrepreneurs.
The problem
80% of the next generation feel unprepared to manage inhertited wealth without squandering it.
The reality
70% disappears by the 2nd generation.
90% dissapears by the 3rd generation.
You're a fit if
You're an entrepreneur in growth mode. You have already created $10m+ in personal liquidity, but you know there is more. You are addicted to creating value and solving problems and you can't stand the idea of "retiring", even though you have the means to.
Success
You have proven that you are capable of identifying a problem, solving the problem and creating opportnity out of thin air. You have rallied clients, employees and collaborators around you and have created more wealth than anyone in your family has ever seen before. As you look at the zeros in your bank account, you can't help but think,
What's next?
Significance
You know life is about more than money. Its about creating value. And being of service to your spouse, your kids, your community for the glory of God. You know you can spend the rest of your life chasing the "next level" of financial success, or you can shift from a success mindset to a significance mindset.
What are you here for?
What is your purpose?
We help you reimagine your new identity, and put a plan together to fund any dream you envision.
You created freedom.
Now find your flow.
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