intellicents is devoted to empowering entrepreneurial families like yours to shine brighter. We strongly believe that by collaboratively working together, we can establish strong foundations and carve strategic paths that will drive not only your business growth but also enrich your personal lives. Let's proactively shape a vibrant financial future together!
who we serve
transforming business success into personal wealth
founders +
entrepreneurs
professional
athletes
generational wealth families
business success consulting
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value acceleration – optimize your business’s potential and achieve new heights
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leadership transition – ensure a seamless leadership transition with our expert succession planning services
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ownership transition – secure your business legacy with an effective exit strategy
personal wealth
Our Personal CFO service puts us at the heart of your team, aligning everyone with your vision and standards. We regularly communicate with each professional, ensuring accountability and freeing you to focus on what matters most and suits your unique abilities. Our Personal CFO services:
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accountability & coordination – keep your team aligned and focused
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investment management – grow and protect your wealth
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financial planning – create a roadmap for your financial future
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estate planning – secure your legacy for future generations
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tax planning – optimize your tax strategy to save more
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risk management – protect your assets from unforeseen events
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philanthropic advisory – make a meaningful impact with your charitable giving
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family governance – strengthen family unity and shared values
