Family CFO Services

The Roundview Relationship

Special Projects

Are you facing financial questions outside of portfolio management?

We work with client families to address the challenges of their unique situations. You we have expertise in a number of areas. Some examples special projects we have completed are listed below.

  • - Hedging, monetization, and disposition of concentrated stock positions
  • - Real estate analysis and transaction planning
  • - Tax planning to help evaluate the merits of a particular transaction
  • - Wealth transfer planning and coordination
  • - Charitable gift planning
  • - Risk management assessment