Personal CFO: Family Office Services


At GROCO, we become your personal CFO by providing you with robust virtual family office services. We provide comprehensive financial management for businesses, not-for-profits, high-net-worth individuals and their families. We at GROCO understand the time you spend dealing with the complexities of wealth. We help lift that burden so you can focus on what's more important. Let us give you better peace of mind by knowing that your day to day challenges are being handled by experts.

Our Services Include:

What We Do For You

  1. •   We consolidate scattered assets and accounts
  2. •   Reduce Financial Risk
  3. •   Keep you up to date on the latest tax laws that effect you
  4. •   Maximize your time by managing assets for you
  5. •   Consolidate information from various assets into easy to understand decisions and reports
  6. •   Become a team of advisors
  7. •   Provide you with easy convenient electronic options
  8. •   Help you retain to what you have and gain more wealth

In short, we give you peace of mind.

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