Meet the
Personal CFO for
Business Owners
Personal and business success brings financial complexity. Pillar was built with you in mind and designed to let you focus on the things in life that matter most.
Are you ready for a Personal CFO?
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A Synergistic Team of Experts
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Tax Strategy
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Personal & Property Asset Management
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Lifestyle Planning
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Business Consulting
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Exit Planning
Take our “Financial Complexity Quiz” for a no-strings-attached diagnosis.
Everything Rests on Pillar
We understand your complex financial situation and connect all of the scattered pieces together as we:
Stabilize Your Foundation
We organize and protect your assets with your purpose in mind and help you regain control of your wealth.
Maximize Your Wealth
We maximize your cash flow and investments by increasing efficiency and reducing your lifetime tax bill.
Strategically Build
We walk alongside you and your family as you build the life and legacy you've envisioned.
Clarity. Control.
Peace of Mind.
It's what we call the Pillar Effect.
When you work with Pillar, we protect your purpose in life and give you a clear understanding of your complex situation.
Life Purpose + Net Worth Summary
Cohesive Financial Hub
Investment Management
Tax Planning
Ongoing Accountability and Planning
Estate and Insurance Planning
Opportunity Evaluation
"Your model is unique and innovative, and I feel like it just fits for us."
- actual Pillar client
Simplifying the Complex.
For privacy reasons, these case studies do not include real client details.
The Founder
Taylor knows how to manage and operate her business. Her business’s growth is compounding, her tax bill is on the rise, and she doesn’t know where to best reinvest profits. Taylor worked with Pillar to help her avoid overpaying on taxes and allocate capital wisely, so she could do what she does best…run a successful business.
The Real Estate Investor
After eight years of active real estate investing, Chris found significant success, and his business grew faster than he ever imagined. However, he became burnt out, and the growth wasn’t sustainable. Chris worked with Pillar to organize his finances and simplify his newfound complexity.
The High Earner
Dave (51) moved up the ranks quickly at his publicly-traded Fortune 100 company and is now VP of Business Development. He manages a team of five directors and 31 high-performing sales representatives. Dave earns a very healthy base salary, has a bonus structure based on revenue targets, and receives equity compensation. Dave approached Pillar to help him stabilize and maximize his variable cash flow.
Partnering for Your Success.
Are You Ready to
Rest on Pillar?
Our group of clients is affectionately referred to as “The 111.” We only work with 111 families at a time so that we can give each client the attention and high-level strategy they need.
Find out if you’re a good fit by contacting us using this form, or by taking our free “Financial Complexity Quiz."