Elevate Your Advisory Practice and Your Brand
Advanced Wealth Management’s Trademarked Boutique Family Office empowers breakaway advisors, independents, and solo RIAs to grow through elite branding, advanced tech, holistic planning, and collective strength.
Run your own boutique family office while benefiting from the power of a trusted unified brand.
Your Pathway to Extraordinary Advisory Success
Create
Craft and customize the advisory practice you've always envisioned. Benefit from flexible frameworks and exclusive use of our Boutique Family Office brand.
Accelerate
Quickly scale your business with our automated digital marketing. Enjoy a 65% rise in qualified, calendar-booked appointments.
Elevate
Offer holistic planning backed by AI-powered tools. Deliver personalized, tech-enabled financial solutions that distinguish your practice.
Make More
Earn more with payouts up to 90%, equity opportunities, and full ownership of client relationships for lasting financial success.
Premier Branded Boutique Family Office™ Advantage
Differentiate your practice distinctly by leveraging our trademarked Boutique Family Office brand:
- Trademarked Boutique Family Office™ Branding:
Instantly establish credibility and market recognition by associating your advisory business with our respected brand. - Collective Brand Power:
Benefit from increased visibility and enhanced market positioning, leveraging the combined strength of multiple advisors operating under a unified brand. - Enhanced Holistic Financial Planning:
Deliver comprehensive financial planning services that cover retirement income, proactive tax strategies, Social Security optimization, asset protection, healthcare planning, estate management, and family legacy solutions. - Client Portal Integration, my.bfocfo.com
Empower your clients with a secure, white-labeled digital family office platform where they can organize assets, share vital documents, model scenarios, and collaborate with their advisory team in real time.
Elevated Attraction for High-Net-Worth Families
Significantly enhance your appeal to affluent families by offering advanced, digitally-enabled Boutique Family Office™ Services:
- Digital and Virtual Advisory Solutions:
Provide unmatched convenience, accessibility, and premier client experiences through secure digital interactions and virtual meetings. - Everyday Millionaire Access:
Democratize exclusive family office services, making sophisticated financial solutions accessible to everyday millionaires seeking comprehensive and personalized financial management.
Our Platform
Differentiated Client Wealth Management Portal
What's Included
- ✔ Comprehensive account aggregation
- ✔ Robust tax and estate planning services
- ✔ Access to insurance & diversified investments
- ✔ Lending services and tax preparation
- ✔ Property & real estate tracking with document storage
- ✔ Bill pay and cash flow management tools
- ✔ Interactive financial planning dashboards
- ✔ On-demand Education Center
Offer your clients more than a dashboard—give them a digital command center for their financial life. Establish your advisory business as an indispensable financial partner—equipping families to organize, control, and optimize their wealth in one secure, personalized app.
Technology Made for Advisors
- Integrated CRM & Client Portal – Secure, seamless client interactions across all devices.
- Intelligent Allocation Platform – AI-driven portfolio management precisely aligned with client goals.
- Automated Reporting & Billing – Streamlined, accurate administrative processes for enhanced efficiency.
- Secure Digital Document Vault – Easy-to-use compliance and secure document management solution.
- Calendar & Scheduling Integration – Automated booking synced with your calendar.
- Workflow & Communication Management – Centralized task, email, and automation to stay on track.
Automated Lead-to-Client Engine
Spend less time chasing leads and more time advising clients. Our advanced platform delivers a 65% increase in qualified appointments by combining customized digital marketing, consistent follow-up, and seamless client engagement—so your calendar fills while you focus on your clients.
Smart Outreach, Personalized Touch
Our intelligent outreach system empowers you to reach more prospects every day—at scale and with a personal feel. Dynamic conversations, targeted messaging, and automated scheduling ensure you never miss an opportunity, while smart follow-ups keep relationships warm and progressing.
All-in-One Technology, Full Advisor Support
From CRM integration to automated reporting, billing, and document management, every tool is designed to simplify your workflow and maximize client impact.
Your success is our mission: benefit from concierge back-office services, exclusive branding, equity opportunities, and the freedom to build your ideal practice—without sacrificing independence.
Ready to Transform Your Practice?
Join Advanced Wealth Management’s Boutique Family Office platform and experience the power of automation, personalization, and true independence—all while elevating your brand.