Episode 145: Integrated Wealth Management with Family CFO Approach

Aaron White is a Principal at Adero with over 17 years of experience in pre-liquidity planning, wealth transfer, private investments, and tax strategy. As Adero’s Chief Growth Officer, Aaron focuses on business development, strategic partnerships, marketing, and supporting our advisor team. Before joining Adero in 2009, Aaron worked as a business valuation and litigation consultant for a regional accounting firm. He provided business and stock option (409A) valuation services for early-stage companies and forensic financial analysis for expert testimony. Aaron graduated Summa Cum Laude with a Finance degree from the University of San Francisco and is a CERTIFIED FINANCIAL PLANNER™ professional. Listen to this insightful RIA episode with Aaron White about integrated wealth management using the family CFO approach. Here is what to expect on this week’s show: - How Adero Partners distinguishes itself with its tax background, offering an integrated approach to financial services. - How a family CFO model allows clients to make decisions while leveraging a team for research, analysis, and recommendations. - Why it’s important to have a Center of Influence strategy that involves developing relationships with other professionals like accountants and attorneys. - How a well-defined process for recruiting advisors includes top-grading, technical assessments, and cultural fit evaluations. - How having a team email system streamlines client communication by routing messages to appropriate support staff. Connect with Aaron: Links Mentioned: aderopartners.com Learn more about your ad choices. Visit megaphone.fm/adchoices