A private wealth firm built for founders
Coral Gables - Serving South Florida
One integrated plan for the business you built, the wealth it created, and the family it supports.
Most advisors stop at the portfolio.
We engineer everything around it.
The moments we're built for
Deal structure, taxes, and what the proceeds will need to do, planned while there’s still time to change them.
After the liquidity event
Turning a sale into income, a portfolio, and a plan your family can live on for decades.
Entities, guarantees, concentrated stock, and personal assets, organized so one decision doesn't undo another.
When business and personal wealth are tangled
When the next generation is watching
Estate transfer, family decision-making, and preparing heirs to receive what you built.
Before the exit
The Cypress System
Thirteen components of
Private Wealth Architecture
The Cypress System is the method behind every Private Wealth Management relationship. It maps a family's whole financial life onto a tree. The roots hold tax, liquidity, protection, and ownership. The trunk carries income, equity, the business exit, and the estate. The canopy is where capital is invested and legacy is built. Three Calibrations a year and an Annual Folio Review keep all thirteen components current.
A short conversation, not a pitch
Fifteen minutes on where you stand: the business you're still running, the sale ahead, or the wealth that came after it. You'll get a plain answer on whether we're the right firm for it.
Field Notes
A monthly letter on the decisions that shape a founder's financial life, from the business to the exit to the family that comes after. Written founder to founder.
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GFO is a private wealth firm in Coral Gables, Florida, serving families and business owners through Private Wealth Management, GFO Strategies, and Income & Protection.
© 2026 GFO - Investment Advice is offered through Belpointe Asset Management, LLC, 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521. Insurance products are offered through a variety of licensed carriers. Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov. It is important to read our disclosures available at this link: https://belpointeasset.com/disclosure/
