Retire Smarter. Live Better.
You’ve worked hard to get here—now let’s make the most of it. At Boutique Family Office™, we help you save more, get more, and keep more of what you’ve earned. Retirement should reward you—not confuse you or cost you more than it should.
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Tax & Income Planning
We help reduce your lifetime tax bill through smart withdrawal strategies, Roth conversions, and charitable giving options.
Smarter Investing
We blend public investments with private market options like real estate and private credit to create a portfolio that aims to grow—and protect—your wealth.
Social Security & Medicare
We’ll guide you on when and how to claim benefits to help you get more and keep more.
Legacy & Estate Planning
We work with you to organize your estate using tools like the Family Legacy Box, customized trusts, and tax-friendly transfer strategies.
Risk Management
We help you plan for the unexpected—like inflation, long-term care, and market drops—so your retirement doesn’t get derailed.
Get Your Retirement SWAG On!
- Stress Less: Enjoy peace of mind with a clear, predictable income plan.
- Boost Income: Maximize your retirement income through strategic, tax-efficient planning.
- Exclusive Strategies: Access specialized investment opportunities unavailable at most firms.
- Family Security: Protect your loved ones and assets with comprehensive estate planning.
- Stay Ahead: Remain confidently on course with regular check-ins and proactive adjustments.
- my.bfocfo.com: Securely track your wealth, sync with your team, and drive your SWAG plan—all in one powerful platform.
Take the First Step Toward a Smarter Retirement
You only retire once. We’ve helped hundreds of families retire with clarity, confidence, and control—and we’d love to help you, too.