Personal CFO

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Our Personal CFO Services are designed to help simplify the lives of our most sophisticated clients.

Personal CFO advantages

Unlock your time
Refocus your time toward family, creative pursuits, or business endeavors.
Gain peace of mind
Your dedicated team of professionals are 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.
Unlock your time
Refocus your time toward family, creative pursuits, or business endeavors.
Gain peace of mind
Your dedicated team of professionals are 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

Financial management

  • Treasury/Cash management
  • Financial modeling and budgeting
  • Payroll/ benefits administration
  • Document, contract, vendor management
  • Liaison to CPAs, attorneys, investment advisors, insurance brokers, banks and others
  • Segregation and internal controls
  • Strong operational and security infrastructure

Bill pay services

  • Track, gather, review bills
  • Invoice approval and payment processing
  • Monitor account activity for duplicate payments and irregular activity
  • Monthly reporting of vendors paid
  • Expense tracking and categorization
  • Quarterly reporting by spending categories
  • 1099 preparation and reporting

Accounting and reporting

  • Balance sheets and income/expense statements
  • Entity accounting for LLCs, trusts, and foundations
  • Track basis for real estate, art, collectibles, projects
  • Full reconciliation and posting of investment activity
  • Bank and credit card posting and reconciliation
  • Customized expense reporting
  • Flag significant purchases to add to insurance

Tax support

  • CPA ready financials for estimated tax planning and year-end tax prep
  • Tax packages: charitable, gift, entity reporting, K-1s, 1099s, etc.

Lifestyle management

  • Property management/construction assistance and oversight
  • Yacht and private aircraft consulting
  • Private aviation services with preferential pricing for jet cards and charters
  • Concierge services for custom situations