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CFO Services

We respond to and anticipate your financial needs, leveraging our high-touch delivery model and short and long-term budgeting and financial forecasting capabilities.


Services Offering

Assessment and Strategy
  • Collaboratively assess and develop the optimal oversight and management needs of financial transactions
  • Establish customized reporting requirements for family members and/or entities
  • Analyze insurance policies to assess sufficiency of coverage and provide representation in pricing negotiations
  • Assess and evaluate current household/company/family office operations and develop strategy for optimizing efficiencies
Execution and Management
  • Execute treasury, accounting, bookkeeping and payroll activities in a highly-controlled environment
  • Manage, coordinate and liaise with third party relationships including vendors, financial institutions, and insurance brokers
  • Provide Human Resource support including recruitment, on-boarding, separations, administering benefits and compensation, in accordance with relevant labor laws
  • Manage properties, fixed assets (fine arts, jewelry, auto), aviation and related insurance requirements
  • Facilitate and manage charitable activities including gifts, contributions and operation of a foundation
Reporting and Analysis
  • Analyze financial transactions to anticipate recurring needs and identify opportunities for efficiencies
  • Report on, and analyze, financial data during fiscal periods to identify trends in connection with defined plans/expectations
  • Create budgets and financial forecasts, and report on actual performance versus plan
  • Prepare customized, ad-hoc reports by project and/or activity, as requested