Strategic Family Wealth Planning & Advisory Services

Strategic Family Wealth Planning & Advisory Services from The CEO Fund help accredited families pursue generational wealth through professionally managed, real estate-backed investment strategies. With mortgage note investing, retirement account strategies, and private real estate opportunities, our team helps simplify passive income planning while reducing the burdens of traditional property ownership.

Family wealth planning advisory meeting

Our Strategic Family Wealth Planning & Advisory Services

Strategic advisory and investment access for accredited families seeking real estate-backed passive income and long-term wealth planning.

Mortgage Fund Investing

Access professionally managed mortgage funds backed by diversified real estate assets, including residential, multifamily, commercial, mobile home park, and tax lien opportunities designed to support passive income.

IRA Strategy

Explore tax-advantaged strategies that may allow self-directed IRA and 401(k) investors to participate in passive mortgage note income through eligible retirement account structures.

Real Estate Syndications

Participate in larger private real estate opportunities, including development-focused syndications such as Florida construction projects designed for qualified investors seeking alternative real estate exposure.

Advisors reviewing investment strategy documents

Our Strategic Investor Advisory Process

Understand Your Wealth Objectives

We begin by learning your income objectives, retirement account structure, investment experience, and long-term family wealth priorities. This helps determine whether mortgage note investing, real estate syndications, or IRA-based strategies may align with your goals.

Review Strategy And Documents

Meet With Fund Leadership

Invest Through The Right Structure

Receive Reporting And Distributions

The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines fund management experience, real estate collateral, and investor-focused strategy.

Track Record

Over 10 years of fund history supporting disciplined real estate-backed investment strategies.

Certified Expertise

Led by a Certified Mortgage Investing Specialist with deep corporate finance experience.

Diversification

Portfolio exposure spans property types and markets across 50+ states nationwide.

Passive Access

Designed for passive income without tenants, repairs, leasing, or property operations.

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 Fund Manager and Certified Note Investing Specialist at The CEO Fund, a role he has held since the fund's inception. With more than 15 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 billion. His deep expertise in real estate-backed investments and mortgage note 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 notes. 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 notes, 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 does a family wealth advisor do?

A family wealth advisor helps high-net-worth individuals and families organize financial goals, evaluate investment opportunities, plan for income needs, and consider long-term wealth transfer. At The CEO Fund, advisory conversations focus on real estate-backed alternatives such as mortgage note funds, IRA and 401(k) strategies, and passive income options for accredited investors seeking diversification beyond traditional markets.

What does family wealth mean?

How can mortgage note investing support family wealth planning?

Who is eligible to invest with The CEO Fund?

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

How does The CEO Fund manage investment risk?

What is the investor onboarding process?

What makes this different from owning rental property?

Still Have Wealth Planning Questions?

Speak with our team about eligibility, strategy, and next steps.

Certified & Trusted

Awards and Recognition

Certified Mortgage Investing Specialist badge

Certified Mortgage Specialist

Specialized leadership in mortgage note investing.

10 years track record badge

10+ Years Track Record

Established fund history serving accredited investors.

500 loans purchased trust badge

500+ Loans Purchased

Broad mortgage note acquisition experience nationwide.

Start Your Wealth Planning Conversation

Share your investment goals, retirement account questions, or interest in real estate-backed passive income. Our team will help you understand the next appropriate step.

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.