You Built the Business.
Now Build the Strategy.
You’ve created something bold. Now it’s time to turn that success into a strategy—one that helps you keep more, grow more, and transition on your terms. At Boutique Family Office™, we help entrepreneurs squeeze every ounce of value from what they’ve built and walk into their next chapter with clarity, control, and SWAG.
Contact UsYour Business Is Bold. Your Plan Should Be Too.
Whether you’re scaling, selling, or just getting intentional about the future, your plan shouldn’t lag behind your business. Our Strategic Wealth Alpha GPS™ integrates equity, tax, income, and risk into one unified plan—built to protect what you’ve built and unlock what’s next.
Planning Strategies for Entrepreneurs
Exit & Liquidity Planning
Maximize equity value, reduce capital gains, and structure financial independence post-sale.
Pre-Transaction Wealth Structuring
Optimize equity positions, stock sales, and ownership structure before a liquidity event.
Tax Minimization Strategies
Leverage Roth conversions, charitable strategies, and multi-year planning to retain more wealth.
Diversified Investment Portfolios
Reinvest beyond the business—into public and private market strategies with long-term upside.
Cash Flow Optimization & Paycheck Replacement
Replace business income with alternative income streams for post-exit flexibility.
Estate & Legacy Planning
Preserve your values and wealth through tax-efficient structures and family planning.
Get Your Retirement SWAG On!
- Turn equity into lasting wealth: Unlock more from your business than just a sale.
- Slash taxes before, during, and after exit: Use strategic planning to keep more of what you’ve built.
- Go beyond Wall Street: Access private market opportunities built for scale.
- Build freedom beyond the business: Create income and independence that outlive the company.
- Protect what you’ve earned—and who it’s for: Design a legacy plan that’s smart, simple, and secure.
- Advice with no strings attached: No commissions. No sales agenda. Just strategy built around you.
- my.bfocfo.com: Securely track every asset, coordinate with your team, and control your entire SWAG plan from one powerful hub.
Want to Build Lasting Wealth From Your Business Success?
Our Business Owner’s Wealth Guide shows you how to turn the company you’ve built into a long-term financial advantage. Learn strategies to optimize your business assets, reduce taxes, protect wealth, and create a plan that works for both your personal and professional goals.
Plan Boldly. Exit Smart. Live Free.
You didn’t just build a business—you built freedom. Now it’s time to protect what you’ve earned, unlock what’s next, and own your future with SWAG