You Built a $100 Million Business.
Now What?

You have three accountants, two attorneys, an insurance advisor, and a wealth manager who sends quarterly reports you don't read.Each one manages their piece. Nobody's coordinating the whole picture.You're sitting on $30 million and you're not sure what it's actually for beyond your own lifetime.Your CPA saves you millions in taxes. They won't show you how to multiply what you keep.Your wealth manager talks about "modern portfolio theory." You built a business breaking conventional wisdom.You need someone who thinks like you did when you started from nothing—except now you're protecting what you built, not gambling on what's next.

That's where a Family CFO matters.

LEGACY BY DESIGN

My great-grandfather, Grover Cleveland Evans, was born in 1887 to a Monacan Indian midwife and a Welsh missionary. He worked in a pig slaughterhouse to save capital—then became one of the largest tobacco farmers in Virginia.He understood what most people miss: wealth isn't built in a single generation. It's architected across lifetimes.
I'm the first in five generations of my family to pursue wealth management.At Bear Stearns, I executed over $100 billion in exits through IPOs and mergers & acquisitions—including nine-figure deals for Fortune 500 companies.
At Bad Boy Entertainment, I was employee #7, negotiating seven- and eight-figure deals during the company's most successful era.
I began my wealth management career at UBS and Merrill Lynch.For 20 years, I've managed portfolios averaging 19.5% annual returns—outperforming the S&P 500 by 7.5 percentage points.

I don't work with inherited wealth. I work with entrepreneurs who built $30M+ businesses and refuse to let them slip away.

Services Section - Your Family CFO

Comprehensive Financial Oversight. Not Just Portfolio Management.

Most UHNW families have multiple advisors. None of them talk to each other.

Your Family CFO provides:

Portfolio Management

Systematic, disciplined investing. No trendy bets. No crypto schemes. The kind of wealth-building that compounds for decades, not quarters.

Financial Planning

Track 1 (business revenue) vs. Track 2 (personal wealth extraction). You need both. Most entrepreneurs only focus on one.

Wealth Advisory Coordination

Your CPA, attorney, insurance agent, and estate planner all operate in silos. I coordinate the whole system so nothing falls through the cracks.

M&A Advisory

When it's time to exit—or acquire—you need someone who's negotiated nine-figure deals and understands what happens after the transaction closes.

Generational Wealth Architecture

Your great-grandchildren will tell a story about you. I help you build something worth remembering.

Who We Serve Section - Your Family CFO

We Work With a Small Number of UHNW Families

Your Family CFO works exclusively with:

Self-made entrepreneurs post-exit

Net worth: $30M-$500M. You built the business. Now you're navigating what comes after the sale.

Business owners preparing for succession or sale

You're approaching the transition. You need someone who understands both sides—the business you're exiting and the wealth you're protecting.

Founders transitioning from Track 1 to Track 2

Track 1 (business revenue) required risk, aggression, and reinvestment. Track 2 (personal wealth) requires discipline, coordination, and patience. Most entrepreneurs struggle to make this shift.

We currently accept 3-5 new families per year to maintain the depth of service our clients expect.

This is not for:

  • People who've inherited wealth and need traditional trust fund management
  • Investors looking for the next hot stock tip
  • Anyone seeking transactional advice rather than comprehensive coordination

If you're sitting on $30 million wondering what it's actually for, we should talk.

How We Work Together Section - Your Family CFO

You Don't Need Permission. You Need Coordination.

You already know you need this. You've known for months. You just haven't found someone who operates at your level.

You don't want someone who "sells" wealth management. You want someone who's lived what you've lived—building from nothing, losing it, rebuilding it, and finally understanding how to keep it.

Here's how we begin:

1

Discovery Conversation

We talk. No pitch. No sales deck. Just a conversation about where you are, where you want to go, and whether I'm the right person to help you get there.

2

Financial Systems Audit

I review your entire financial ecosystem—portfolio, tax strategy, estate plan, insurance, entity structure—and identify where you're leaving wealth on the table.

3

Comprehensive Coordination

I become your financial quarterback. Your CPA, attorney, and advisors still play their positions. I call the plays and make sure everyone's aligned.

4

Ongoing Strategic Partnership

This isn't transactional. It's a retained relationship. Think of me as your family's CFO—available when you need guidance, coordinating behind the scenes when you don't.

Your Family CFO Private Intelligence Brief

Systematic Thinking for Complex Wealth

Welcome to the resource you've been building toward. Your Family CFO delivers frameworks that actually work when the stakes are $30 million and up — systematic intelligence on wealth preservation, tax optimization, and multi-generational transfer. Monthly deep frameworks, proprietary research, direct access, and case studies from families managing $30M to $500M+ showing what worked and why. This isn't content for people who need saving advice. It assumes you're dealing with complexity that requires actual strategy. The thinking you'd get from a $50,000 consultant, delivered as intelligence you implement immediately. This is what sits between you and the wealth you intend to keep.

Limited to 100 families. Membership by application only.

Apply for Membership

© 2025 Grover Wealth. Your Family CFO is a service of Grover Wealth, a registered investment advisor.
All investments involve risk. Past performance does not guarantee future results.