The DUFF TORNEY Team
What We Do
We pride ourselves on providing high quality, fiduciary, fee-only advice to our clients.
Is a Family CFO right for me?
When we serve as a Family CFO, we serve as the architect of your financial life. We consult on each financial decision for the family – large or small. Our Family CFO services consult in the following areas:
Who We Serve
Physicians
Business Owners
Executives
Sudden Wealth
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Building Your Business Value
By Michael Torney, J.D., CFP®, LL.M., CEPA After a business owner has completed an enterprise value assessment and gone through the protect…
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Protecting Your Business Value
By Michael Torney, J.D., CFP®, LL.M., CEPA After a business owner has completed an enterprise value assessment, it’s time for action. One…
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Handling Friends and Family after Sudden Wealth
By Michael Torney, Moneta Partner Sudden wealth can change relationships. Navigating the financial, legal, and tax nuances is easy by…