How We Work with Business Owners and Executives
Optimizing Your Finances Today and Positioning for a Liquidity Event Tomorrow
How We Work with Business Owners and Executives
Optimizing Your Finances Today and Positioning for a Liquidity Event Tomorrow
Unlocking Time Wealth
Optura Advisors Helps Business Owners Optimize Their Resources
Your time is more precious than ever, and you have worked hard to reach this point. If you own a business, you understand that you trade your time for money, and money for time.
Unlocking Time Wealth
Optura Advisors Helps Business Owners Optimize Their Resources
Your time is more precious than ever, and you have worked hard to reach this point. If you own a business, you understand that you trade your time for money, and money for time.
Your Personal Financial GPS: Optura Advisors Navigates Your Path to Financial Freedom
You pay a professional to keep your company finances in order, but you still find yourself stuck in the minutiae of personal financial affairs. You have a CFO for your company's finances - why not have a CFO for your own personal finances?
From Business Success to Personal Prosperity: Optura Advisors Transforms Your Personal Financial Management Through CFO Solutions
As your family office, Optura Advisors will save you time and organize your financial life. You can focus on your business, and we'll provide leadership and strategic insight on getting to your point B, whether that is a business exit or retirement destination. We can coordinate with your accountant, legal counsel, and others to provide a complete solution for every part of your finances. We work to empower you to make smart and cost-effective decisions for an optimized roadmap on your financial journey.
Your Personal Financial GPS
Optura Advisors Navigates Your Path to Financial Freedom
You pay a professional to keep your company finances in order, but you still find yourself stuck in the minutiae of personal financial affairs. You have a CFO for your company's finances - why not have a CFO for your own personal finances?
From Business Success to Personal Prosperity
Optura Advisors Transforms Your Personal Financial Management Through CFO Solutions
As your family office, Optura Advisors will save you time and organize your financial life. You can focus on your business, and we'll provide leadership and strategic insight on getting to your point B, whether that is a business exit or retirement destination. We can coordinate with your accountant, legal counsel, and others to provide a complete solution for every part of your finances. We work to empower you to make smart and cost-effective decisions for an optimized roadmap on your financial journey.
1. Discovery
We begin by listening and learning and stepping into your shoes, gathering all relevant information to develop a holistic understanding of your financials. By bringing all your advisors to the table – attorneys, accountants, and others – we’ll put ourselves in a position to serve as your financial steward.
2. Strategy
Acting in concert with your accountant and attorney, we’ll identify optimal ways to structure your holdings today, put strategies in place to protect your interests, and help you prepare to maximize a future liquidity event.
3. Execution
Once we collaboratively arrive at your Optimized Future Blueprint, we’ll start executing your tailored strategy as your family office. We’ll ensure everything is in order. Instead of wasting time with minutiae, you’ll be able to focus on your business as we serve as your one-stop CFO.
1. Discovery
We begin by listening and learning and stepping into your shoes, gathering all relevant information to develop a holistic understanding of your financials. By bringing all your advisors to the table – attorneys, accountants, and others – we’ll put ourselves in a position to serve as your financial steward.
2. Strategy
Acting in concert with your accountant and attorney, we’ll identify optimal ways to structure your holdings today, put strategies in place to protect your interests, and help you prepare to maximize a future liquidity event.
3. Execution
Once we collaboratively arrive at your Optimized Future Blueprint, we’ll start executing your tailored strategy as your family office. We’ll ensure everything is in order. Instead of wasting time with minutiae, you’ll be able to focus on your business as we serve as your one-stop CFO.
Optura Advisors is a Registered Investment Advisor. The website is published for residents of the United States and the firm transacts business in states in which it is either registered or qualifies for an exemption from registration requirements. The content on this website is limited to general information pertaining to Optura Advisors advisory services, together with access to additional investment-related information and links. Accordingly, the publication of this website by Optura Advisors should not be construed as an attempt or effort to offer personalized investment advice over the Internet or a solicitation or offer to effect transactions in securities. Any subsequent contact with Optura Advisors will be conducted by a representative of the firm that is registered or qualifies for an exemption in the state where the prospective client resides.
Investments reside at an independent custodial institution. Clients maintain free and clear ownership of portfolio assets at all times.