Personal CFO

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Personal CFO services for life at the highest level

Our Personal CFO services are designed to simplify and elevate the financial lives of our most discerning clients. We act as your financial command centre—integrating, overseeing and aligning every facet of your financial world. With discretion and precision, we expertly manage your financial complexities, so you can focus on what matters most.

Personal CFO Advantages

Unlock your time

Refocus your time toward family, creative pursuits, or business endeavours.

Gain peace of mind

Your dedicated team of professionals is trained to handle your personal information with sensitivity and confidentiality. And they work closely with your advisors to help ensure seamless execution of deliverables.

Privacy and security

Our process is built around safety, security, and privacy for you. We have strong operational and security infrastructure, as well as strict segregation and internal controls.

Services at a glance

Our Core Services are intended to address each client’s most fundamental financial management needs, including bookkeeping, accounting, financial reporting, bill pay, vendor management, and other administrative support.

 

Our Expanded Services have been designed to provide the full family office experience for those clients looking to outsource their single-family office or who may only need a part-time single-family office. Services within our Expanded Personal CFO offering include, but are not limited to, human resources for domestic staff, personal asset management and property insurance, philanthropic management, entity management, lifestyle management, and expanded bill pay and accounting where we take signing authority over bank accounts to make payments and disbursements with minimal client involvement.