Family Office of America is an early-stage company building a platform that acquires CPA practices and cross-sells family office services — wealth management, tax planning, estate planning, asset protection, and insurance consulting — to those CPA clients. The core idea is that CPA clients already have a trusted relationship with their accountant, and Family Office of America uses that relationship as a client acquisition channel for broader financial services. The company positions its family office model as accessible beyond the ultra-wealthy, targeting a broader client base. Family Office of America acquires CPA practices outright or takes minority interests, retaining prior owners as consultants to preserve client relationships through the transition. Purchase prices are structured with upfront cash, deferred payments, and earnout adjustments tied to post-acquisition revenue and EBITDA. The company's growth thesis is partly demographic: roughly 75% of CPAs are estimated to have reached retirement age, and CPA exam participation has declined sharply, creating a large pipeline of retiring practitioners seeking succession solutions. Family Office of America targets these retiring owners as acquisition targets. To date, the company has completed two small acquisitions — Toone & Associates in Maryland and Benson Family Office & Accounting Services in Florida — and has no full-time employees. The company is pre-scale, and execution risk is high, as growth depends on deal sourcing, client retention post-acquisition, and conversion of accounting clients into higher-margin family office service relationships.