Protect What You’ve Earned. Plan What’s Next.
You’ve spent years building your career—now it’s time to build a plan that works as hard as you do.
At Boutique Family Office™, we help physicians keep more, save more, and get the most from what they’ve built.
The Financial Planning Guide Physicians Deserve
Download our free guide to avoid costly mistakes and squeeze more value out of every dollar you’ve earned.
Your Career Is Complex—Your Plan Shouldn’t Be
Physicians face a unique set of challenges: late-career earnings, student debt, high taxes, and liability exposure. Our Strategic Wealth Alpha GPS™ brings everything together—so your finances work in sync, not in silos.
Debt & Cash Flow Planning
Take control of student loans and income with optimized, forward-looking strategies.
Tax & Legal Structuring
Use smart entities and proactive planning to lower your tax bill and protect your wealth.
Investment Diversification
Tap into public and private market opportunities designed to grow—and defend—your assets.
Risk & Malpractice Protection
Build a shield around what you’ve built with thoughtful insurance and liability planning.
Retirement & Practice Exit
Position your income, equity, and benefits for a confident transition into retirement.
Estate & Legacy Planning
Design a strategy that protects your family and passes on your impact with intention.
Get Your Retirement SWAG On!
- Keep More Money: Retain more of the wealth you’ve worked hard to create.
- Financial Freedom: Transform your practice earnings into sustainable, long-term independence.
- Invest Smarter: Achieve clarity, superior diversification, and proactive asset protection.
- Personalized Exit Plan: Design a retirement strategy tailored specifically to your goals.
- Secure Your Legacy: Safeguard your business, assets, and family’s financial future.
- my.bfocfo.com: Securely track every asset, coordinate with your team, and control your entire SWAG plan from one powerful hub.
Retire With Clarity—Not Guesswork
You’ve helped others your whole life. Now let’s create a financial plan that helps you retire on your terms—with confidence, protection, and purpose.