The CFO Inc Team serves families that know how to create wealth, but recognize the need for engaging an organization with a set of skills to transition it to future generations. The role of a Family Office is similar to the role of a CFO in large corporations - coordinating insurance, legal, accounting, property management, financial planning and succession planning. We can simplify your world and train up your successors.
View Top Employees from Cornerstone Family Office IncWebsite | http://www.cwafamilyoffice.com |
Employees | 4 (4 on RocketReach) |
Founded | 2014 |
Address | 1808 Aston Ave Suite 150, Carlsbad, California 92008, US |
Industry | Financial Services |
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4 people are employed at Cornerstone Family Office Inc.
Cornerstone Family Office Inc is based in Carlsbad, California.