Sozo Private Wealth

Sozo enables families to dream, define and experience life on purpose.

People experience Sozo as an outsourced CFO or COO team for the family. Sozo advisors provide support and help streamlining and simplifying leaders’ financial lives, so their current resources and future capacities are purposely working towards the life they desire for the people they love. Our firm learns what is important and then engages with the many important, but rarely urgent, topics that need coordination.

Money is hard to earn, it should never be lazy, it should have a job description, and sometimes we facilitate that effort.

For example, preparing for a liquidity event may seem distant but there are legal, tax and balance sheet implications that can be more effectively addressed prior to the point of transaction or signing an LOI.