Unlock the Strategy Wealthy Families Have Used for Generations
Running a business creates complexity.
Your financial plan shouldn't add to it.
Download our free white paper, “The Family Office Approach: A Personalized Strategy for Business Owners,” and learn how to simplify your tax, legal, and investment decisions through one clear, fiduciary-led strategy.
100% Privacy. No spam. Just clear, practical strategy.
WHY THIS MATTERS
Most Advisors Only See Part of the Picture
It’s common for business owners to work with multiple professionals—tax CPAs, financial advisors, estate attorneys—none of whom collaborate. This siloed approach leaves gaps, causes stress, and often results in missed opportunities or preventable mistakes.
The solution? A unified strategy that gets everyone on the same page. This guide shows how a virtual family office model brings order to the chaos and gives you control.
WHAT’S INSIDE
Inside the Guide, You’ll Learn:
What a family office really is—and how virtual versions work for founders and business owners
Why coordination between tax, legal, investment, and estate pros is essential
Who the key players are and how to get them working together
The most common mistake made in legacy and exit planning—and how to avoid it
It’s short, direct, and packed with value. You’ll walk away smarter—and with a clearer next step.
WHO THIS IS FOR
This Guide Is for You If:
You’re a business owner managing complex finances
You’re thinking about retirement, an exit, or succession plan
You suspect you’re overpaying in taxes or missing opportunities
You want more clarity, not more complexity
It’s short, direct, and packed with value. You’ll walk away smarter—and with a clearer next step.
ABOUT THE AUTHOR
Meet Danny Knelson
Danny Knelson is the founder of Knelson Advisory Solutions and a fiduciary advisor specializing in retirement and wealth coordination for entrepreneurs. With over 10 years of experience, he brings plain-spoken, product-free advice that puts people first—and turns chaos into clarity.
Ready to Think Bigger About Your Financial Strategy?
Download “The Family Office Approach” and see how a coordinated plan can reduce stress, taxes, and confusion.
Want to talk it through instead?
Schedule a free consultation and let’s map out your next chapter together.
Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Insurance products offered through Knelson Wealth Protection, LLC. Fusion Capital Management and Knelson Wealth Protection are affiliated entities.