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Welcome to McIntosh Financial Group

Fractional Family Office

About Us

Investments Are More Than Making a Financial Commitment

Investments are also what you commit to in life. Every day you invest in giving your best to make your business successful, to grow in your career, to bring a smile to someone’s face. You invest in nourishing habits, in dreams that become goals that transform into reality. 

Every step along your personal and professional paths you want the certainty of right decisions, best interests, managed risks, low loss. You want the certainty of a prosperous future for you and your family. 

But keeping that certainty may be hard when you juggle work, clients, investors, vendors, family, friends, money, health and the world we are living in, right? 

“One office…one team…endless possibilities.”

The good news: you are not alone. The great news: we have the best plans, tools and answers to guide you every step of the important decisions you need to make about your wealth.

Our dedicated team of experts work as one to support prospering entrepreneurs like you to create a plan, implement successful strategies and manage all financials across your entire investment and tax portfolio. 

We combined the experience and proficiency of Tax Preparation and Planning, Accounting, Insurance, Wealth and Retirement Management to bring to you an integrated Planning and Management service - a one-stop-shop for your accounting, taxes and financial needs. That allows us to have a full understanding of your financial health and what needs to be done to create a continuous stream of success and legacy. We are McIntosh Financial Group.

about our Fractional Family Office

Fractional Family Office 101

Ultra-high net worth clients – generally those with $50 million or more to invest –can establish a Family Office – an entity dedicated to managing a single family’s wealth, its risk, and provide concierge-level services to its members. (Alternatively, they might join a multi-family office providing the same level of service to a small group of families, usually connected through a common source of wealth).

The family office is a fiduciary, not an agent. It doesn’t care which products or services are necessary because it’s focusing on the client.

Imagine the star athlete on your favorite team. In order to achieve peak performance, the athlete is surrounded with a top coach, great trainer, exceptional physiotherapist and so on. They are leading experts in their fields, but more importantly, they are a team of professionals in sync-as-one who share a single common goal – get the athlete to achieve optimal success.

How can a successful business owner, who doesn’t have $50 million, get that level of service? Through a Fractional Family Office®. If you’re familiar with fractional CFO services, fractional jet ownership, or timeshare ownership, you’ll immediately grasp the Fractional Family Office® concept. 

This is how our Fractional Family Office works with your money. One team is in constant communication with one another. One team, with a dedicated plan of helping you achieve all your financial goals. One team, working together to implement an effective strategy across all your tax plans, risk management, estate planning and financial investments.