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.
-
Monthly Recap – February 2025
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum trade sent US stocks mostly lower…
-
Always Run Your Business As If It’s For Sale
By Michael Torney, J.D., CFP®, LL.M., CEPA Business owners are not usually focused on selling their company. They are focused on running…
-
Harvesting the Value of Your Business
By Michael Torney, J.D., CFP®, LL.M., CEPA Every few years an owner faces a key decision. Do I want to harvest the…