For each client, Strathmore builds a Wealth Management Team that consists of all the financial advisors in your life, from lawyers to CPAs, including anyone you may be working with currently. However, if you have a gap, perhaps you need an estate attorney, Strathmore will recruit the best advisor available to serve on your Wealth Management Team. At the cornerstone of this team is John Charles, who acts as your Family Chief Financial Officer (Family CFO).

Working with your attorney, your accountant, and any other advisors you have, your Family CFO will sort through the complicated web of financial issues for you. He will put together a customized approach to help you not only meet your financial and retirement goals, but to also assist with life transitions like marriage, the birth of a child, or the death of a loved one. Beyond life transitions, he’ll also help you through events like selling your business or buying a second home.

As your Family CFO, his ultimate goal is to help you achieve all your goals. For example, John Charles has assisted current clients with finding better healthcare insurance that meets the individual family’s specific needs. Does your stockbroker even know whether you have insurance? Whatever the issue, because your Family CFO and your Wealth Management Team don’t face the same conflict of interest as most financial planners or brokers, their recommendations are based on what’s best for you and not commissions on products and services you don’t really need.