Multiplier Family Office

One team. One plan.
Your whole financial life.

You’ve built a business. Your financial life shouldn’t be another full-time job.

My team brings your taxes, cash flow, protection, and legacy into one coordinated plan—with a dedicated point person to help move it forward.

Explore Multiplier Family Office

For business owners ready for coordinated support.

Garrett Gunderson leading a small-group conversation
Better coordination. More room for the life you’re building.

From advice to action

Stop being the person
connecting every dot.

Your CPA, attorney, and financial professionals each see a piece of the picture. Someone needs to bring it together.

That’s the role of your Results Facilitator: one point person coordinating your professionals, paperwork, and next steps. You can keep the advisors you trust while giving everyone a shared plan to work from.

Taxes & cash flow

Bring tax planning and cash-flow decisions into the same conversation, so each strategy considers the rest of your financial life.

Protection & coordination

Connect your insurance, legal structure, and financial professionals around your priorities—with help following through.

Family & legacy

Make room for the values, relationships, and stewardship you want to pass on alongside your wealth.

Meet the team behind the plan

The Multiplier Method

A plan for where you are.
A path to what’s next.

From getting your financial house in order to building a legacy, the method connects today’s decisions with the life you want.

  1. Fit

    Get your financial house in order.

  2. Independent

    Build assets and a business that depend less on you.

  3. Free

    Make choices beyond money as a reason or excuse.

  4. Legacy

    Pass on wealth, values, wisdom, and stewardship.

Explore the method Read our members’ stories

Member experiences

Different lives.
One coordinated approach.

Aaron Wenburg in a member interview

Financial confidence

Aaron Wenburg

A physical therapy practice owner shares how a trusted sounding board helped him approach financial decisions with more confidence.

Read the story
Dan Haney in a member interview

Tax planning & family legacy

Dan Haney

Dan and his wife wanted more structure around taxes and their family’s future. Read how ongoing support helped connect those priorities.

Read the story
Jake & Danielle Polzin in a member interview

Advisor coordination

Jake & Danielle Polzin

See how two chiropractic business owners brought divided advice into one strategy for their practice and family.

Read the story

Individual member experiences. Results are not guaranteed.

A closer look

What makes a
family office different?

Traditional family office vs. Multiplier Family OfficeCompare who each model serves, how it works, and the role of coordination.More advisors—or better coordination?Explore the difference between adding specialists and bringing them into one plan.

Your next step

Let’s see if
we’re a fit.

Tell us about your business and financial goals. Start with an application for a discovery call.

Apply for a discovery call