Family Wealth Counseling Services for Investors

Build generational wealth with guidance rooted in real estate-backed income strategies, retirement-account planning, and investor education. The CEO Fund helps accredited investors evaluate mortgage fund opportunities, self-directed IRA options, syndications, and diversified alternatives designed to create passive cash flow without the day-to-day demands of traditional property ownership, with transparent onboarding and ongoing reporting from an experienced fund management team.

Family wealth counseling consultation

Our Family Wealth Counseling Services

Comprehensive guidance for accredited investors pursuing passive, real estate-backed family wealth strategies.

Mortgage Fund Investing

Access professionally managed Grade A–C mortgage fund opportunities backed by multifamily, single-family, commercial, and mobile home real estate, creating passive income without tenant or property management responsibilities.

401(k) & IRA Strategy

Use self-directed IRA or 401(k) structures to pursue tax-advantaged, real estate-backed income. The CEO Fund team helps clarify setup steps and retirement-account participation requirements.

Investor Onboarding

Move from initial consultation to funded investment with transparent accreditation review, documentation, account funding guidance, and ongoing access to the fund management team.

Syndication Access

Participate in larger real estate development and acquisition projects, including Florida construction opportunities, while maintaining a fractional, passive investment structure.

Portfolio Diversification

Benefit from broad exposure across mortgage notes, property types, small business lending, and national markets, helping reduce concentration risk within alternative income strategies.

Investor Education

Build confidence through eBooks, webinars, case studies, blog articles, and direct education from Carlo Turner, a Certified Note Investing Specialist.

Advisor reviewing wealth strategy with investors

Our Guided Wealth Strategy Process

Discuss Your Wealth Goals

We begin with a focused conversation about your wealth goals, income expectations, retirement-account options, accreditation status, and interest in real estate-backed alternatives. This helps determine whether The CEO Fund’s passive investment model aligns with your long-term family strategy.

Review Strategy Options

Complete Investor Documentation

Allocate Into Managed Assets

Receive Reporting and Support

The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines education, disciplined asset selection, and professional management.

Track Record

A 10+ year track record supports disciplined, long-term real estate-backed wealth strategies.

Experienced Team

Led by specialists with decades of corporate finance, capital raising, and real estate experience.

Asset Backing

Investments are supported by tangible real estate collateral across diversified property types.

Transparency

Investors receive education, onboarding support, reporting, and direct access to fund leadership.

Meet The CEO Fund Team

Experienced fund leaders guiding real estate-backed wealth strategies.

Portrait of Carlo Turner, Fund Manager and Certified Note Investing Specialist at The CEO Fund

Carlo Turner

Fund Manager / Certified Note Investing Specialist

Carlo Turner serves as Sr. Fund Manager and Certified Note Investing Specialist at The CEO Fund, a role he has held since the fund's inception. with over 25+ years of experience in corporate finance, Carlo directly oversees the acquisition, financing, development, and delivery of the fund's assets. Prior to joining The CEO Fund, he worked as a Financier and Investment Banker specializing in Commodities, Stocks, and Bonds, consulting CFOs and hedge fund managers in securities transactions exceeding $100 million. His deep expertise in real estate-backed investments and mortgage fund acquisition has been instrumental in guiding the fund's growth strategy, helping accredited investors across the United States build consistent passive income streams backed by tangible real estate collateral.

Portrait of Patrick Franz, Vice President and Executive Fund Manager at The CEO Fund

Patrick Franz

Vice President & Executive Fund Manager

Patrick Franz serves as Vice President and Executive Fund Manager at The CEO Fund, part of the Everley Mae Capital Group. With 25 years of experience in capital raising and investor relations, Patrick guides the development of new financial alliances and manages strategic partnerships across both fundraising and asset acquisition. Over the past five years, he has specialized in the acquisition, asset management, and disposition of performing and non-performing first lien mortgage funds. Patrick is also actively involved in apartment housing development and large land development projects throughout Central and East Coast Florida. He previously co-founded ACI Legacy Group, where he served as Chief Operating Officer.

Portrait of Desi Arnez, Director, CEO, President and Senior Fund Manager at The CEO Fund

Desi Arnez

Director, CEO / President & Senior Fund Manager

Desi Arnez serves as President, Senior Fund Manager, and Director/CEO of The CEO Fund, part of Everley Mae Fund LLC. With decades of experience in real estate investing, Desi leads a nationwide network that provides accredited investors with exclusive access to high-performing real estate alternatives. He specializes in cash-flow mortgage funds, managing substantial investments in both performing and non-performing real estate notes. Desi oversees multi-family development projects in Central Florida, land entitlement transactions statewide, and spearheads the landmark $20 Million SUNRISE Construction Syndication — a transformative project set to deliver 1,000 new homes, a Marina, and a Golf Course to the Florida community.

Frequently Asked Questions

What are Family Wealth Counseling Services?

Family Wealth Counseling Services with The CEO Fund focuses on helping accredited investors understand real estate-backed income strategies, mortgage fund investing, self-directed retirement accounts, and passive wealth-building structures. The guidance emphasizes education, transparency, portfolio diversification, and alignment with long-term generational wealth goals rather than traditional landlord-based real estate ownership.

Who is eligible to invest with The CEO Fund?

How do mortgage funds help build generational wealth?

Can I use a self-directed IRA or 401(k)?

What types of assets support the investment strategy?

How does The CEO Fund manage investment risk?

What reporting and income updates will I receive?

How do I get started with The CEO Fund?

Have More Investment Questions?

Speak with our fund team about your wealth-building goals.

Certified & Trusted

Awards and Recognition

Certified Note Investing Specialist badge

Certified Note Specialist

Specialized expertise in mortgage note investing.

10 years track record badge

10+ Year Track Record

Established fund history supporting investor confidence.

500 loans purchased recognition badge

500+ Loans Purchased

Broad acquisition experience across national markets.

Start Building Generational Wealth

Share your investing goals, retirement-account questions, or wealth-building priorities, and The CEO Fund team will follow up with clear next steps.

Contact Us Today

For immediate assistance, feel free to give us a direct call at (888) 508-1143. You can also send us a quick email at theceofund.fl@gmail.com.