A selective partnership model—by design, not by limitation
Telos Private Office is designed for entrepreneurial families who value depth over breadth and true partnership over transactional advisory relationships.
Operating businesses, real estate holdings, investment portfolios, and trust structures requiring coordinated oversight
Committed to wealth transfer and stewardship beyond your lifetime—thinking in generations, not quarters
Seeking clarity on "what is this all for?" beyond simply preserving assets or maximizing returns
Multiple professional advisors (attorneys, CPAs, investment managers) who need orchestration, not competition
Understanding that unprepared heirs are a greater risk than market volatility or tax law changes
Seeking a Family CFO partner with aligned economics and voting rights—not another vendor relationship
As a founding family, you're not a client—you're an equity partner in Telos Private Office
Economic partnership in Telos Private Office—participating in firm growth and profitability
Share in TPO's success through profit distribution, creating alignment beyond service relationships
Strategic input on major TPO decisions including new family partnerships and service direction
12-month onboarding building your 100-year foundation through our five-phase methodology
A mutual evaluation to ensure both values alignment and strategic fit before commitment
Complimentary conversation to assess mutual interest and basic fit—does this partnership model resonate?
Deep conversations about family purpose, wealth philosophy, and multi-generational aims—are we aligned?
Analysis of complexity, commitment level, and partnership readiness—can we deliver the depth you need?
1-3 months working together on limited scope to test chemistry and approach before full commitment
Mutual decision to proceed with founding family partnership or part ways amicably—no hard feelings either way
Important: Either party can exit with 60-day notice during the first 12 months. This is about finding the right fit, not forcing a relationship.
Transparent, value-based fee structure scaled to your family's complexity—not hourly billing or asset-based fees that create misaligned incentives
$100K-$200K investment during first year covering comprehensive onboarding and system implementation
Direct access to your Family CFO—not scheduled quarterly reviews, but ongoing partnership and availability
This is a multi-generational commitment—we're building systems for your great-grandchildren, not optimizing for next quarter
If you meet the criteria and the founding family partnership model resonates, we invite you to schedule your initial Purpose Alignment Assessment™.
Confidential • Selective • Qualified Inquiries Only