The Certior Group - Strengthening Families Through Informed Decisions and Exceptional Stewardship
  • About
    • Why the Certior Group
    • Your Team
    • Blog
  • People
  • Process
  • Structure
    • Wyoming Advantages
    • What is a PSFTC?
    • How a PSFTC Operates?
  • Contact

Responsive Menu

  • About
    ▼
    • Why the Certior Group
    • Your Team
    • Blog
  • People
  • Process
  • Structure
    ▼
    • Wyoming Advantages
    • What is a PSFTC?
    • How a PSFTC Operates?
  • Contact

Serving and Supporting Your Best Life, Family and Legacy

Strengthening Families through Informed Decisions and Exceptional Stewardship

Strengthening Families through Informed Decisions and Exceptional Stewardship

Strengthening Families

through Informed Decisions and Exceptional Stewardship

Why the Certior Group Complete the Certior Index

We provide both traditional family office services and innovative ideas and tools

Optimizing wealth means optimizing not only financial assets but also all the other things that you value in life. In fact, shouldn't money and financial wealth be a resource that serves you and your family in living your happiest, most fulfilled, most meaningful lives? In finding True Wealth we look beyond the numbers on your balance sheet and seek a shared vision with the goal to strengthen your family and create a successful legacy that will carry on for generations.

A Universal System for True Collaboration

Many professionals specialize in asset management, legal documents, tax strategies, accounting, and record keeping. For our purposes, we refer to this as quantitative “Structure” work. Other professionals focus on family dynamics, family meetings and retreats, mission statements, values assessments, and other “qualitative” work or what we summarize as “People”. All of these high-level professional skills are valuable and useful to individuals and families at various points in their life journeys.

A Universal System of True Collaboration

As people seek to optimize their True Wealth, what’s often lacking is the organization, coordination, integration, and synergizing of “People” and “Structure”. The Certior Group has chosen to fill this void among professional advisors and their clients by pioneering and championing a “Process” that seeks to organize a family’s assets, records, and key metrics; integrating, coordinating, and synergizing professional and family efforts. In other words, bring together “People” and “Structure” through “Process”, which helps families to optimize their multi-generational True Wealth.

People

People

People

Stregthening Families
by Putting People First

A customized program for your family following the fundamentals of Empowered Wealth in order to identify those core values and experiences that are unique to your family. The philosophy is based on the three principles of Gratitude, True Wealth, and Family Leadership.

Process

Process

Process

The Universal Collaborative System
Certior Group’s Wealth Design Team utilizes its Universal Collaboration SystemSM to enhance true collaboration with your existing advisors in order to optimize your True Wealth and provide ongoing support to you and your family. Certior Group provides and curates a wealth of combined experience in trust planning, tax and accounting, and other services.

Structure

Structure

Structure

Planning Expertise
and Structural Advantages

Offering complementary planning expertise and access to favorable trust and tax environments, Certior Group co-creates a virtual family office to benefit current and future generations. These custom designed structures offer your family an opportunity to build, protect, and sustain True Wealth in a way virtually unmatched anywhere else in the world.

The CERTIOR Group, LLC

The Certior Group, LLC.

  • 307.264.0007
  • info@certiorgroup.com
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