Based on years of successful experience working with ultra high net worth families, the principals of F2 Analytics recognized opportunities existed for these families to gain greater success in managing their estates/personal wealth by mimicking how successful businesses are run which includes the utilization of a Personal CFO. As many of the firm’s clients are or were CEOs of public companies, they understand the value of integration, leadership and results oriented decision-making that collaboration with a CFO helps to provide. F2 Analytics takes a similar approach in establishing, administering and evaluating the Client’s financial and estate plans with an eye towards growing, enhancing and providing ascertainable value in all areas of the Client’s personal plans. Often times this leads down new and exciting paths. Given the collective intellect of F2 Analytics and its national network of legal, tax and investment professionals, the Client gains access to an unrivaled wealth of knowledge and expertise.
F2 Analytics and its principals work with high net worth families with collective assets totaling in excess of $3 Billion. To learn more, click here.