Your Founder-Focused Wealth Management Firm in Scottsdale, AZ
We’ve helped guide 200+ founders representing $2.5B in enterprise value.
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Preserving Your
American Success Story™
At AXIOM Founders Family Office Inc., we specialize in financial services in Scottsdale, AZ, designed to help you, the founder, entrepreneur, business owner and high net worth family, grow and protect your wealth. We understand the challenges that come with financial success, and our team of financial advisors in Scottsdale, AZ is dedicated to providing comprehensive, customized, multi-family office solutions that address every facet of your financial life and each of your key areas of concern.
Additionally, with decades of expertise as a wealth management firm, financial planning, business consulting, and tax strategy, you get tailored solutions, helping to create the financial future you want for your family. Whether you’re planning for retirement, structuring an exit strategy, or securing your legacy, we’re here to help you make informed decisions that align with your values, goals, and family priorities.
A Personalized Approach
to Financial Success
At AXIOM, we believe that financial planning is about more than just numbers—it’s about building a strategic and sustainable financial plan that aligns your personal aspirations, your family and your successful business into a well-orchestrated wealth management plan. We often meet new families just before they sell their business or just after. And selling your business? That’s big! It’s a weight, a responsibility, and it has to be done right because life doesn’t always offer do overs.
Download our exclusive white paper:
“Strategic Insights for Successful Business Exits”
- Learn how Arizona founders with $2.5B in enterprise value are preparing to sell
- Discover expert tips from M&A attorneys, investors, and exited CEOs
- Build a plan that supports your lifestyle, family, and legacy
- Free for a limited time. Don’t sell without reading this first!
Receive this exclusive white paper today!
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Our Family Office Process
Our approach as a wealth management firm starts with understanding you—your family, your goals, your values. We bring together a network of professional experts, each with his or her own discipline, to strategize together your financial landscape, identify potential risks, and uncover opportunities. Through this professional collaboration, we craft customized strategies that support your long-term financial success.
Comprehensive Assistance from trusted financial advisors
We offer a wide range of financial planning, retirement planning, investment portfolio allocation strategies, tax strategies and wealth management services, to carefully manage every financial aspect of your life, coordinating all your essential professional disciplines under the watchful eye of your trusted financial advisors, your Family CFO.
Personalized Concierge Services
At AXIOM, we go beyond financial planning to offer lifestyle concierge services designed to support every aspect of your personal and professional life. Having a vast professional network of vetted resources, we’ll connect you and facilitate as needed.
- Business & Life Coaching – Guidance from experienced professionals to help you reach your goals.
- Health & Wellness Planning – Prioritizing personal well-being and longevity enhancement.
- Family Meetings & Legacy Planning – Helping the next generation become stewards of the legacy you’ve created.
Investment Management
Our investment philosophy is rooted in long-term wealth preservation and strategic growth. We work with founder, entrepreneur, and business owner families to create tailored investment portfolios that align with their financial goals, incorporating various investments as may be appropriate based on goals, timeline, tax considerations, etc.
- Equities & Bonds – A balanced approach to investment growth and stability.
- Real Estate Investments – Diversifying wealth with real assets.
- Fixed Indexed Annuities – Stable income and downside protection.
Financial Planning
- Cash Flow Management – Understand and optimize your inflows and outflows with our financial planning service.
- Retirement Planning – Structuring retirement strategies that support your long-term security.
- Tax Strategy – Minimizing tax liability through smart financial planning.
- Budgeting and Debt Management – Helping you maintain financial efficiency and control.
Exit Planning
For a business owner, planning for the future of your company is just as crucial as growing it. Our exit planning services are designed to help you explore various exit strategies and select the solution that best aligns with their values, goals and timeline. Whether your focus is on maximizing business value, ensuring a seamless transition, securing long-term financial stability for your family, or preserving your business legacy, we’re here to guide you every step of the way. Balancing these priorities can feel overwhelming. We’ll help you navigate the process with confidence.
- Business Valuation – Accurately assessing your company’s worth.
- Succession Planning – Preparing for leadership transitions within your company.
- Mergers & Acquisitions (M&A) –Helping you navigate the complexities of business sales and purchases with your professional exit team
- Fractional CFO Services – When it’s time to bring in a contract or fractional CFO for your business, we can help identify a pool of fractional CFOs and assist in the selection process.
Working with your other professional team members, we can provide strategies to help reduce tax liabilities, enhance liquidity, and preserve wealth – helping you maintain your lifestyle, provide for future generations and create a lasting charitable impact.
Coordinated Tax
and Legal Services
Coordinating tax, legal and wealth management can be a full-time job requiring dedicated experienced staff. We work together to your team, coordinating and managing as may be necessary, to stay the course with your overarching long-term wealth management plan, making adjustments as may be necessary along the way to keep up with life’s changes.
You don’t oversee and coordinate your team. We do that for you.
Coordinated Tax Services and Accounting
- Business Tax Planning – Structuring your business for maximum tax efficiency.
- Personal Tax Strategies – Reducing income and estate taxes.
- Bookkeeping & Accounting – Keeping your financial records organized and accurate sets the foundation for all reporting and future planning
Coordinated Legal Services
- Trust and Estate Planning – Protecting your assets and legacy.
- Business Structuring – Business structure and efficient tax strategy go hand in hand. You can’t do one without the other, which is why we coordinate with your tax CPA periodically to help keep everything on track.
- Elder Care & Trust Administration – There are no easy decisions here. We’ll help you navigate the maze.
Insurance Planning
A properly structured risk management plan as part of our insurance services, is a crucial component of every comprehensive financial strategy.
- Life Insurance – Protecting your family, your business, your legacy.
- Health Insurance – A good health insurance policy helps protect family wealth.
- Disability Coverage – Income replacement in case you become disabled.
- Long Term Care Insurance – Planning ahead to help maintain dignity.
Risk mitigation strategies can put up barriers to help reduce the risk of potential loss.
Why Scottsdale
Entrepreneurs Trust AXIOM
As a multi-family office and wealth advisory firm in Scottsdale, AZ, we understand the unique needs of business owners, founders, and high-net-worth families. Our deep knowledge of wealth preservation, exit planning, and tax strategy makes us the preferred wealth management team for entrepreneurs in the Phoenix metro area including Scottsdale
What Sets Us Apart?
✔ Multi-Family Office Approach – Holistic wealth management for founders and their families, entrepreneurs, business owners and high net worth families.
✔ Local Expertise, National Reach – Serving clients throughout Scottsdale, Phoenix, and the Southwestern United States.
✔ Founder-Focused Solutions – Designed specifically for the business owner navigating growth, transition, and legacy planning.
Start Planning Your Financial Future Today
Whether you’re looking for comprehensive investment management, personal financial planning, family CFO services, wealth management, business valuation or exit planning, , AXIOM Founders Family Office is here to help. Preserve your American Success Story™ and build a financial plan that supports your family, your business, and your legacy. Contact us today to schedule a complimentary consultation with one of our expert financial advisors.
AXIOM Founders Family Office Inc. – Helping Founders Preserve Their American Success Story.
RESOURCES
LISTEN TO THE PODCAST
Go to Founder’s Guide Post Podcast
The Founder’s Guide Post podcast provides conversations with business exit experts to help a founder have a more successful exit from their business.
ATTEND AN UPCOMING EVENT
Go to Scottsdale Founders Forum
The Scottsdale Founders Forum live events provide a venue for founders considering exiting their business in the next 2 to 5 years to meet and learn from experts who plan and negotiate successful business exits for a living.
VIEW OUR SERVICES
AXIOM Founders Family Office, Inc. is a family office and wealth management firm in Scottsdale, AZ for founders and their families.
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THE STRESS TEST
The super rich stress test their plans and so should you.
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