Sozo Private Wealth
Sozo enables families to dream, define and experience life on purpose.
0
Client Reviews
0.2% to 2%
Percentage of Assets (AUM)
$500K
Minimum Investible Assets
$500K
Minimum Annual Income
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Clients who want to work with an advisor and are open to advice. If they want to self-manage, we are probably not a great fit.
Clients who wouldNOTbe a good fit
Clients who do not want to take advice or pay fees.
Minimum Financial Requirements
Annual Income
$500,000
Investable Assets
$500,000
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.2% to 2%
Sozo Private Wealth's Tech Stack
About 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.
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.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
