A multi-generational family office based in Lehi, Utah that serves as the central integrator and steward of the family's financial ecosystem.
The office oversees a complex portfolio spanning trusts, LLCs, partnerships, investment accounts, and bank accounts across both internal entities and external investment sponsors. Our team works alongside trusted external advisors—including wealth advisors, CPAs, and legal counsel—to ensure clarity, control, and efficiency across every dimension of the family's financial life.
We are building the systems and processes that bring discipline and visibility to a sophisticated operation, and we are always looking for exceptional people who share that standard.
If you thrive in environments where you can see the full picture, take ownership, and make things run—we'd like to hear from you.
Email: accounting@rfo.capital