The Family CFO

We all strive for wealth and success. But if you’re there, you know that your cup can also overflow with an abundance of tough decisions, often-overwhelming challenges and confusing choices – especially when other family members are involved.

That’s why entrepreneurs, executives and private business owners turn to Tanglewood Legacy Advisors as their Family CFO. We coordinate, navigate and synchronize the complex web of tax, legal, investment, asset preservation and philanthropic issues that successful families often face.

Tanglewood Legacy Advisors untangles the web. We share your focus: Creating security and confidence for generations.


“When a man does not know which harbor he is heading for no wind is the right wind.” -Seneca