FWO Accounting & Consulting

We’re all about fun and friendly sports competitions. In 2024, Blake Roberts dominated, taking home the most office trophies. We also have a tradition of playing mini-golf on work trips. During a recent client visit in Florida, we had a great time at PopStroke, where Cori Rodda, CPA was finally unseated as the reigning mini-golf champion by Marcus P.!

This month's blog post tackles the high costs of maintaining a strong wealth team, and draws a comparison to the NFL, where star quarterbacks need strong teams around them to succeed! So, you’re the General Manager of an NFL team…can your team win the Super Bowl with a star quarterback without coaches, play callers, development programs, or other top tier teammates?...read more https://lnkd.in/gdvQXyzT #WealthManagement #FinancialStrategy #NFLInsights #InvestmentAdvice #TeamBuilding #StrategicInvesting #BusinessConsulting #FinancialTechnology #Leadership #SuperBowlStrategy

This month's blog post tackles the high costs of maintaining a strong wealth team, and draws a comparison to the NFL, where star quarterbacks need strong teams around them to succeed! So, you’re the General Manager of an NFL team…can your team win the Super Bowl with a star quarterback without coaches, play callers, development programs, or other top tier teammates?...read more https://lnkd.in/gdvQXyzT #WealthManagement #FinancialStrategy #NFLInsights #InvestmentAdvice #TeamBuilding #StrategicInvesting #BusinessConsulting #FinancialTechnology #Leadership #SuperBowlStrategy

What a great time celebrating the Holidays with our team and their significant others this past weekend. Wishing everyone a Happy Holiday season from the FWO Team!!

This morning, the FWO leadership team had the opportunity to sit down with Paul Edelman, PhD, PCC to explore his approach to helping families and leaders in the High Net Worth and Ultra High Net Worth space navigate change. Through meaningful conversations and strategic coaching, Paul supports families in tackling not just the financial complexities, but also the relational and decision-making challenges that come with significant wealth. Want to see how Paul Edelman helps families navigate complexity and thrive? Check out the full document for insights. Cori Rodda, CPA Marcus P. Bryan Rodda #LeadershipDevelopment #WealthManagement #FamilyOffice #ExecutiveCoaching #HighNetWorth #UltraHighNetWorth #ChangeManagement #NextGenLeadership #LegacyPlanning #FamilyGovernance

In our latest article, Cori Rodda, CPA, and Marcus Pinczer share the 10 essential questions to help you determine if your consultant truly understands fund accounting—or if they’re just fluent in buzzwords! Don’t miss these insights to make smarter choices for your business. https://lnkd.in/gvErdcwh

FWO took on Nashville, TN during the SEI Family Office Services immersion to visit with some of our clients / friends who were attending. It was great catching up with old friends and making new friends!

On Veteran’s Day we are indeed grateful for all who have served our great country, including our own Director of Accounting, Marcus P.!

Take a minute and check out the recent blog post from Cori Rodda, CPA on Boosting Your Investment Strategy with Clear Fund Accounting https://lnkd.in/gf52Drxe #FamilyOffice #FundAccounting #InvestmentPerformance #FinancialTransparency #PortfolioManagement #InvestmentStrategies #RealTimeReporting #TaxReporting #ABOR #IBOR #RiskManagement #Compliance #WealthManagement #InvestmentDecisions #PrivateEquity

Fun just might be the competitive advantage you've been missing! Here is the link to our latest blog post: https://lnkd.in/ghSFsMRm Take a few minutes and read the most recent blog post from Bryan Rodda as he shares some insights about office fun and how it led to FWO's Summer Office Olympics.