May 24, 2016 12:04 PM ET

Capital Markets

Company Overview of CTC myCFO, LLC

Company Overview

CTC myCFO, LLC, a wealth consulting company, provides consulting and multi-family office services for individuals, families, and family offices. The company offers investment advisory services, such as investment policy development, strategic and tactical asset allocations, investment research, portfolio construction and management, strategy executions, reporting and communications, and specialized advisory services; and family office services, such as income tax planning and compliance, estate and wealth transfer planning, expense management and financial reporting, risk management and asset protection planning, family education and governance, philanthropy and legacy planning, and lifestyl...

111 West Monroe Street

Chicago, IL 60603

United States

Founded in 1999

Phone:

312-461-2015

Fax:

312-765-8375

Key Executives for CTC myCFO, LLC

President of Harris myCFO Investment Advisory Services LLC
Managing Director
Principal
Principal
Principal
Compensation as of Fiscal Year 2015.

CTC myCFO, LLC Key Developments

CTC myCFO, LLC Presents at Family Office & Private Wealth Management Forum-West, Oct-28-2015 03:45 PM

CTC myCFO, LLC Presents at Family Office & Private Wealth Management Forum-West, Oct-28-2015 03:45 PM. Venue: Napa Valley Marriott, Napa, CA, United States.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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