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Financial Planning
A warm, thorough plan for your whole financial life—cash flow, retirement, education, and the goals that matter most—revisited as your family grows.
Your family. Your values. Your legacy.
A family legacy,
thoughtfully cared for.
Family Office Financial Planning gives affluent families in Nashville the attentive, all-in-one care of a private family office—where planning, tax, and investments are guided by one advisor who knows your family and thinks in generations.
Warm, confidential, and without obligation.
Based in NashvillePlanning with generations in mind
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A direct relationship with Christian Von Allmen
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One connected plan across planning, tax, and investments
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A multigenerational view of family wealth
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Powered by 724 Capital, a registered investment adviser
Christian Von AllmenFounder & Financial Advisor
A steady hand for your family
More than a portfolio manager—a trusted steward.
Christian Von Allmen founded Family Office Financial Planning because the families he serves deserve someone who understands the whole of their lives—and who will still be at the table when the next generation takes a seat.
Rooted in Nashville and grounded in integrity, Christian brings the coordination and sophistication of a family office to families who want their wealth to reflect their values and endure well beyond them.
Every relationship begins with understanding: the people, the priorities, and the purpose behind the balance sheet. From there, Christian helps coordinate planning, tax, and investment strategy into one clear, living plan.
See how the relationship works ↗What We Do
Everything a family office does—under one roof.
Five services, coordinated by one advisor who sees how each decision touches the others.
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Tax Management
Thoughtful, year-round tax strategy that quietly keeps more of your wealth working for the people and causes you love.
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Investment Management
Disciplined, transparent portfolios built around your goals—never speculation, always stewardship.
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Values-Centric Investing
Investments that reflect what your family believes, so your capital and your convictions point in the same direction.
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Wealth & Estate Services
Estate, gifting, and philanthropic planning—coordinated with your attorneys and CPAs to pass on values as well as assets.
A simple first step
Not sure where to begin?
Start with a relaxed, no-obligation conversation about your family and what you hope to build.
View Available Times →Tax and estate matters are addressed in coordination with your qualified tax and legal professionals. Family Office Financial Planning and 724 Capital, LLC do not provide legal or tax advice.
Families we are honored to serve
Meaningful wealth takes many forms.
We help families bring clarity to the complexity that comes with building, receiving, and passing on wealth.
Business Owners
From succession to sale—planning that protects the enterprise and the family behind it.
Corporate Executives
Concentrated stock, deferred compensation, and equity decisions handled in the context of the whole plan.
Liquidity & Inherited Wealth
Sudden wealth deserves a steady, caring plan—we help you steward it for the long term.
Multigenerational Families
Education, communication, and transfer planning that help keep wealth and values connected for heirs.
Values-Centric Investment Management
Let your investments reflect what your family believes.
For many families, money is never only about money—it is an expression of faith, family, and conviction.
Values-centric investing lets you put those beliefs to work, supporting what you care about and steering clear of what you do not, all within a sound, return-minded plan.
ValuesCapital
Our Approach
A thoughtful path from conversation to stewardship.
Deliberate, personal, and designed to evolve with your family.
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Listen
We begin with your family—what matters, what is changing, and what you hope your wealth will make possible.
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Craft the Plan
We shape one integrated plan across planning, tax, and investments, made for your life.
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Coordinate
We help connect implementation with your attorneys, CPAs, and other professionals.
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Care for It
We monitor, explain, and adapt the plan as markets, laws, and family circumstances change.
Multi-Generational Legacy
Pass on more than assets.
The truest measure of wealth is whether it—and the values behind it—reaches the generations who follow.
We help families prepare not just their estate, but their heirs, so what you have built stays meaningful and connected to a shared purpose.
- Estate and trust strategy coordinated with legal counsel
- Tax-aware wealth-transfer and gifting conversations
- Philanthropic planning and family giving
- Next-generation education and family communication
- Continuity planning for closely held businesses
Illustrative client perspectives
The kind of relationship families value.
Design placeholders—not client statements. Replace with authenticated, compliance-approved testimonials before publication. Required disclosures must identify whether each promoter is a current client, whether compensation was provided, and any material conflicts of interest.
Client Learning Tools
Make the retirement conversation easier to see.
Explore nine approachable calculators built for planning conversations—not predictions. Each turns a financial tradeoff into a clear picture and a few plain-English takeaways.
Use them on your own, or bring a scenario into a conversation with Christian. The results are educational estimates and update instantly as the assumptions change.
Explore the Calculators →One question at a timeClear numbers. Useful context.
What stays workingWhat a delay can cost
- 01Understanding Social SecurityCompare claiming ages using an estimate from your SSA record.
- 02How a Roth Conversion WorksSee the tradeoff between paying tax now and later.
- 03How Taxes Change GrowthConnect federal and state tax assumptions to long-term growth.
Questions families ask
Warm, honest answers.
Clarity should begin before any engagement does.
Advisory services are provided through 724 Capital, LLC, a registered investment adviser. As an investment adviser, 724 Capital is subject to a fiduciary duty when providing advisory services.
Yes. A family-office perspective means helping keep the work of your estate counsel, tax professionals, and other specialists connected to the broader plan.
It means defining the principles that matter to your family, then considering screens, mandates, and investment strategies that reflect those preferences within the portfolio’s broader objectives.
We begin with what prompted your search, what you want to improve, and the kind of advisory relationship you value. The conversation is confidential and carries no obligation.
Book a private consultation
Choose a time that works for your family.
View Christian’s current openings and reserve a confidential introductory conversation directly. There is no obligation, and Calendly will send the meeting details after booking.
Your scheduling details are handled by Calendly. Please do not include confidential financial information in the booking notes.
Main Business Address2913 Polo Club Road
Nashville, TN 37221 Business Meeting Address1616 Westgate Circle
Brentwood, TN 37207
Nashville, TN 37221 Business Meeting Address1616 Westgate Circle
Brentwood, TN 37207
Christian’s availability
Book an Introductory Conversation
Select an available date and time below.
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