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