STRATEGIC FINANCIAL OVERSIGHT

As fractional personal CFOs, we work closely with your existing advisors and staff, offering consistent, year-round support. This ensures ongoing involvement in every financial decision, aligning your strategy with your goals.

Prepare quarterly executive summaries to highlight key developments, account activity and strategic considerations. Conduct detailed analysis and cash flow planning and provide comprehensive oversight of financial activity, including monthly reviews of accounts and aggregated personal financial statements. 

Provide strategic oversight of tax planning and compliance by coordinating the work of tax advisors, reviewing returns for accuracy and completeness and assisting with tax projections. Offer proactive guidance on the tax implications of decisions, considering the entity complexity of the family and the family's broader strategy.

Centralize and organize all documents and information related to the family's financial activities - investment statements, tax filings, legal documents, planning strategies and key correspondence - into a single, accessible and well-structured digital location owned by the client. Manage the calendar to track important planning dates and deadlines and ensure progression of key objectives.

Participate in advisor meetings to provide an independent perspective, support decision-making and ensure follow-through by managing action items and execution of agreed upon strategies.

Coordinate the family’s risk management strategy by overseeing personal insurance, cyber risk protection and other wealth safeguards, ensuring comprehensive coverage and minimizing exposure to threats.

Provide flexible family office solutions, providing the option to work alongside your in-house accountant or personal assistant, manage an outsourced firm or handle tasks directly. From entity accounting and consolidated reporting to investment monitoring, bill pay and charitable giving management, we tailor our approach to deliver the right support for your needs.