What is a Family Office?
A Multi-Family Office (MFO) offers a broad range of financial and advisory services to multiple high-net-worth families.
A Sports Multi-Family Office (SMFO) caters specifically to the unique needs of professional athletes and their families. These services extend beyond traditional financial management, addressing the particular challenges and opportunities that athletes face throughout their careers and into retirement.
SFOsports
Sophisticated Guidance and Support Across Generations.
Benefits of a Sports Multi-Family Office
Enhance Your Financial Well-Being
We understand the complex needs of professional athletes.
We work hand-in-hand to provide high-quality services to assist
you and your family.
Suite Of Services
Bookkeeping &
Bill Pay
Our bookkeeping services provide the transparency needed to monitor your monthly activities and stay aligned with your long-term goals. We offer dedicated accounting, administrative, and operational support for your family.
Custom Reporting & Personal Finance
We actively analyze fluctuations and discrepancies to generate the most insightful and effective reports possible. Our custom reporting services are designed to provide you with a clear view of your financial health, enabling you to make informed decisions with confidence.
Financial & Retirement Planning
We actively analyze fluctuations and discrepancies to generate the most insightful and effective reports possible. Our custom reporting services are designed to provide you with a clear, view of your financial health, enabling you to make informed decisions with confidence.
Lending & Credit Monitoring
Building financial security requires careful management of personal liabilities. Whether buying a home, purchasing a car, or establishing a line of credit, SFO Sports will assist with all your financing needs.
Real Estate Services
Managing real estate is a crucial aspect of your overall wealth. Our team offers consulting services for contract negotiation, financing, due diligence, and advisory oversight during property purchases and sales.
Cash Management & Budgeting
Our team will develop and manage a comprehensive financial plan to effectively allocate your current and future income towards expenses, debt repayment, savings, philanthropic endeavors, and investments.
Estate Planning & Trust Administration
At every life stage, we help safeguard your estate for future generations. Our team specializes in trust administration, estate planning, and multi-generational wealth transfer, working with your legal counsel to prepare essential documents such as wills, trusts, and health directives.
Foundation & Charitable Giving
We help you identify your philanthropic values and interests, connecting them with your charitable giving. We assist in creating a plan, recommend the best avenues for your donations and provide ongoing support to ensure your contributions make a meaningful impact.
Private Banking
Our strong relationships with private banks and financial institutions give you access to a team of experienced professionals, delivering integrated banking solutions with exceptional service.
Tax Advisory Services
Tax planning is crucial for developing and executing your financial plan. Through our partnerships with your team and external tax specialists, we ensure your tax liabilities are minimized and deductions maximized.