Transcending Financial Freedom: Your Modern Family Office

What Is a Modern Family Office?

At Black Mammoth, we challenge the traditional confines of wealth management. Our Modern Family Office is not just about financial oversight; it's a holistic partnership designed to align with your entrepreneurial journey. Utilizing cutting-edge technology and personalized strategies, we offer a suite of services that encompass estate planning, investment advice, and lifestyle management, ensuring every facet of your ambitions is supported.

PERSONAL CFO

Personal CFO, our team of specialized experts focused on growing your business and personal life all in one package! These upfront-fee or subscription-based services include:

Everything in the Mahalo service Plus:

  • Revenue Model Review

  • Cash Flow Analysis

  • Monthly Business Review

  • and much more!

Service Fee: $4,000 per month*

The Evolution of Family Offices

The landscape of wealth management is changing, driven by innovation and a shift towards inclusivity. Black Mammoth leads this transformation, offering accessible, comprehensive financial solutions. Our digital-first approach and client-centric model open new doors to personalized wealth management, marking a significant evolution from the exclusive services of the past.

Services for the Entrepreneurial Maverick

Black Mammoth caters to the unique needs of the entrepreneurial spirit. Our team of experts across financial, legal, and lifestyle domains collaborates to deliver a bespoke suite of services. From asset optimization to strategic financial planning aligned with your goals, we ensure a tailored approach to wealth management.

The Advantages for Entrepreneurs

Partnering with Black Mammoth offers unparalleled benefits. Our holistic approach provides clarity and strategic guidance, aligning your financial landscape with your personal and professional aspirations. With a dedicated team by your side, you can focus on your entrepreneurial endeavors with peace of mind, knowing your financial strategy is in expert hands.

OHANA - Modern Family Office

Ohana means family. As a next-generation family office, we’ll take care of everything so you can focus on
living your life and doing what you do best. These subscription-based services include:

All Personal CFO services and more:

  • Travel planning

  • Bill-pay services

  • Business and exit planning

  • Tax Planning/Advising

Service Fee: $9,000 per month*

*Tax prep/planning included