Multiple Family Offices

Discreet systems, precision infrastructure, and outbound growth built for firms who serve legacies - not just clients.

Practice Areas

Fund Admins

Emerging Funds (GPs)

Registered Investment Advisors

Broker Dealers

Multiple Family Offices

Legacy Lawyers

Placement Agents

Syndicators

For Complex Families, Complexity Is the Job

You’ve earned trust across generations.
Now the challenge is scaling that trust - without breaking the systems that protect it.

That’s where we come in.

Compliant Growth Advisors helps MFOs modernize their growth infrastructure without sacrificing discretion, control, or compliance. Whether you’re managing high-touch relationships, navigating multi-generational dynamics, or supporting in-house GPs and CIOs, we build the architecture that makes real growth operational - not aspirational.

What You’ll Get

✅ Precision CRM Optimization
GoHighLevel, Salesforce, or hybrid workflows fine-tuned for complex org charts, family entities, and concierge-tier reporting.

✅ Compliant Outbound Infrastructure
FINRA/SEC-safe outreach funnels (email, LinkedIn, SMS and others) that earn trust before asking for attention - and keep compliance teams calm.

✅ Psychographic Enrichment
Understand stakeholder priorities, cross-generational values, and hidden decision-making dynamics across your network.

✅ Audit-Ready Logs + KPI Dashboards
Visibility for leadership. Guardrails for advisors. Evidence for regulators.

Engagement Options (Built to Scale With You)

1. Growth Audit – $1,500 (48-hr turnaround)

72-hour diagnostic with CRM scorecard, outbound readiness analysis, and tailored roadmap.
Best for firms curious what “compliant outbound” could actually look like.

2. Growth Sprint – $3,500 (1-wk turnaround)

Deploy one fully operational, FINRA/SEC-safe outbound funnel with ~50 psychographically enriched leads.
Quick wins, built to convert - no fluff.

3. Fractional Growth Ops – $7,500–15,000/mo

90-day embedded support across CRM optimization, copy, enrichment, analytics, and training.
Includes Slack access, async reviews, and live implementation support.

4. Compliant Growth Engine Build – $20K–80K+

Full architecture build-out over 3–6 months.
Includes: compliant AI-assisted copy engine, enrichment clusters, Salesforce/GHL funnel systems, audit logs, KPI dashboards, and training SOPs.

Why MFOs Choose Us

“We serve families who expect privacy and precision. The idea of scaling outbound always felt too risky, until Erik showed us how it could be done right. Every message, every workflow, every asset was compliant and clean."
— Terry H., Managing Partner, MFO

Let’s Make It Simple

If you’re ready to scale your referrals, outbound, or partnerships - without unraveling trust, risking compliance, or burdening your ops team - we should talk.

📩 Ask for our 'confidential capabilities brief'.
🗓 Or schedule a 30-min consult.

Compounding Growth

How we save you time

Compliant Growth Audit

Identify friction, uncover potential risks, and lay the groundwork for scale within 48-hours.

Outbound Growth Sprint

One funnel. One channel. Real traction in 7-days. Designed for clients who need a quick win.

Compliant Growth Engine

Turn fragmented messaging, data and systems into an audit-ready engine for trust-first growth.

Fractional Growth Ops

Focused firepower - plugged into your ops, aligned to your outcomes; compliant by design.

More Growth Services

Compounding Growth

How we save you time

Compliant Growth Audit

Identify friction, uncover potential risks, and lay the groundwork for scale within 48-hours.

Outbound Growth Sprint

One funnel. One channel. Real traction in 7-days. Designed for clients who need a quick win.

Compliant Growth Engine

Turn fragmented messaging, data and systems into an audit-ready engine for trust-first growth.

Fractional Growth Ops

Focused firepower - plugged into your ops, aligned to your outcomes; compliant by design.

More Growth Services

Compounding Growth

How we save you time

Compliant Growth Audit

Identify friction, uncover potential risks, and lay the groundwork for scale within 48-hours.

Outbound Growth Sprint

One funnel. One channel. Real traction in 7-days. Designed for clients who need a quick win.

Compliant Growth Engine

Turn fragmented messaging, data and systems into an audit-ready engine for trust-first growth.

Fractional Growth Ops

Focused firepower - plugged into your ops, aligned to your outcomes; compliant by design.

More Growth Services

Compounding Growth

How we save you time

Compliant Growth Audit

Identify friction, uncover potential risks, and lay the groundwork for scale within 48-hours.

Outbound Growth Sprint

One funnel. One channel. Real traction in 7-days. Designed for clients who need a quick win.

Compliant Growth Engine

Turn fragmented messaging, data and systems into an audit-ready engine for trust-first growth.

Fractional Growth Ops

Focused firepower - plugged into your ops, aligned to your outcomes; compliant by design.

More Growth Services

Clarifying what we do

“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO

“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO

“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO

“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO
“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”
Paul D.
Managing Partner, RIA
"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”
Terry H.
Managing Partner, MFO

Get in touch

Whether you're facing a legal challenge, need advice, or simply have questions, our team is ready to assist you.

Multiple Family Offices

For Complex Families, Complexity Is the Job

What You’ll Get

Engagement Options (Built to Scale With You)

1. Growth Audit – $1,500 (48-hr turnaround)

2. Growth Sprint – $3,500 (1-wk turnaround)

3. Fractional Growth Ops – $7,500–15,000/mo

90-day embedded support across CRM optimization, copy, enrichment, analytics, and training.Includes Slack access, async reviews, and live implementation support.

4. Compliant Growth Engine Build – $20K–80K+

Why MFOs Choose Us

Let’s Make It Simple

How we save you time

Compliant Growth Audit

Outbound Growth Sprint

Compliant Growth Engine

Fractional Growth Ops

How we save you time

Compliant Growth Audit

Outbound Growth Sprint

Compliant Growth Engine

Fractional Growth Ops

How we save you time

Compliant Growth Audit

Outbound Growth Sprint

Compliant Growth Engine

Fractional Growth Ops

How we save you time

Compliant Growth Audit

Outbound Growth Sprint

Compliant Growth Engine

Fractional Growth Ops

Clarifying what we do

“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”

Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”

“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”

"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”

“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”

"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”

“CGA understood our compliance constraints better than most internal hires. Our systems are cleaner, the leads are better, and for once - our outbound feels buttoned-up.”

"Every message, every workflow, every asset was compliant and clean. We finally feel confident growing again.”

Get in touch

Get in touch

Get in touch

Registered Investment Advisors

Boutique Broker Dealers