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
To learn more contact :
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Head of CFO Services