Your Family CFO.
Life Enjoyed.
Wealth Appreciated.

Your Family CFO.
Life Enjoyed.
Wealth Appreciated.

Your Family CFO.
Life Enjoyed.
Wealth Appreciated.

You are the CEO of your family. Who is your Family CFO?

This is the role we fulfill for families every day! We develop, implement, refine and revise customized strategies for each and every client we serve. Are you ready to explore the benefits of your very own Chief Financial Officer?

Explore the Benefits

Leaving a legacy

Michelle was unmarried, had no children and was blessed by good fortune and a successful career. She wanted to do something meaningful with her wealth.

So Many Decisions in Retirement

As he began to look at the different cash flow alternatives, the options became more and more intimidating. Should he take the annuity from the State and play it safe?

Real Estate Investments Demand Too Much

He used to enjoy painting and cleaning the different properties, but what used to be a pleasant escape had become a burden. His goal was to simplify.

What We Do Play Video

News

Discover the latest news from the Buttonwood team, and receive timely insights and perspective on the financial world.

  • Investors are becoming more discriminating… Trade tensions escalated as the U.S. administration expanded tariffs on Chinese goods last week. You wouldn’t have known by watching the performance of benchmark indices, though. Just four of the 25 national stock market indices tracked by Barron’s – Australia, Italy, Spain, and Mexico – moved lower. However, if you look a little deeper into the ... Read More
  • Paying for Off-Campus Housing with a 529 Plan Written by Kimberly Lankford, Contributing Editor, Kiplinger June 13, 2017 Q: My son will be a sophomore in college in the fall and is living off-campus. He has a 12-month lease, but he doesn’t attend classes in the summer. Can I use his 529 money tax-free for the full year’s rent, or do I need to prorate the ... Read More

Buttonwood Art Space

A community-focused gallery located within the Buttonwood building in Midtown Kansas City, the Buttonwood Art Space is a place for local and regional artists to share their artworks and their commitment to non-profit charities.

Financial Focus

At Buttonwood, we believe in the fact that as wealth builds, life doesn’t get simpler – it gets more complex. In our role as Family CFO, we simplify the complexities that come with wealth.

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