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