The Vision Behind Family Office Builders
At Family Office Builders (FOB), we understand the weight and responsibilities of being a wealthy family. While becoming wealthy family is often a transformative process that doesn't always happen as fast as the wealth is acquired.
Our mission-driven advisory platform helps families of vision and capacity build legacy from the inside out—by aligning wealth structures with identity, values, and purpose.
Whether you're scaling a company, planning for succession, preparing for a liquidity event, starting a foundation, or formalizing multi-generational giving, we guide you in creating wealth that transcends mere financial assets.
Our Comprehensive Services
1
Legacy Trust Planning Framework™
Our signature identity-based legacy model clarifies your family's core values and assets that we call, "G.W.B.A.'s" (Greatest Wealth Building Assets) before making structural decisions. This proprietary approach ensures your wealth management strategy authentically reflects who you are and what matters most.
2
Legacy Trust Engine™ Design & Launch
Receive full-service support to structure your Private Family Foundation, both legally and spiritually. We handle the complex details of establishment while infusing your unique purpose throughout the process.
3
Legacy Trust Engine™ Deployment
Implement sustainable stewardship through our proven system of calendars, governance roles, family learning cycles, and cultural rituals designed to strengthen succession across generations.
4
Professional Ecosystem Coordination
We bring your attorneys, CPAs, financial planners, and nonprofit experts together under one cohesive mission, serving as the general contractor of your legacy.
Who We Serve
Wealth Creators
Entrepreneurs, executives, and innovators seeking to transform personal success into a multi-generational family legacy.
Transitioning Families
Those experiencing a business exit, inheritance, or major wealth transfer who want to manage this inflection point with purpose.
Diverse Legacies
Black, Brown, immigrant, and mission-aligned households reclaiming their right to build lasting legacies across generations.
Beyond High Net Worth
Our clients don't have to be financially wealthy—but they are high-capacity, meaning they possess the vision, commitment, and readiness to lead with purpose.
We serve the creators. The rebuilders. The founders of family empires built on more than money.
Our Engagement Process
Discovery
We begin with a deep exploration of your family's history, values, and aspirations through our proprietary assessment tools.
Design
Together, we craft a comprehensive blueprint for your family office and foundation structures, aligned with your unique identity.
Build
Our team coordinates with your professional advisors to implement all legal, financial, and operational elements of your family legacy plan.
Cultivate
We provide ongoing support to nurture your family's growth through education, facilitation, and strategic guidance.
Investment in Your Legacy
Family Office Builders offers several engagement models to serve your unique needs:
Advisory Retainers and Design Packages
Comprehensive service packages ranging from $5,000 to $50,000+ depending on scope and complexity of your family's needs.
Professional Network Access
Benefit from our curated ecosystem of attorneys, CPAs, insurance specialists, and trust professionals, with transparent fee structures.
Educational Programs
Access to exclusive workshops, courses, and licensed facilitator programs designed to build capacity within your family.
"Family Office Builders transformed how we think about our wealth. They helped us move from focusing solely on financial assets to building a true family legacy that will endure for generations."— Jonathan C., Tech Entrepreneur
