Carter Family Advisory LLC is a Family Office that was established during the pandemic with a clear purpose: to help our family learn, understand, and implement effective strategies for building generational wealth. We firmly believe in the power of pooling your family’s financial and intellectual resources to achieve our shared goals. By working together, we can create a strong foundation for long-term financial success.
Our philosophy centers on unity as a cornerstone of financial success. We believe in fostering an environment where families work together towards shared goals. Through collaboration, open communication, and a sense of purpose, we enable families to create a solid foundation that withstands the test of time.
Our journey began with a clear purpose – to guide families towards learning, understanding, and executing effective strategies for building generational wealth. We understand that wealth encompasses not only monetary assets but also intellectual resources and shared aspirations. By pooling these resources, we can collectively achieve financial milestones that resonate across generations.
As seasoned consultants, we recognize the need for financial literacy education in families and communities. We are dedicated to bridging the knowledge gap, providing guidance on essential financial concepts. From mastering the art of balancing a checkbook to understanding the critical importance of credit and knowing how to access capital – our comprehensive financial education empowers you to make informed choices.