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Colorado financial management

Meet Darlene

Founder of Hartmann CFO, LLC

As a seasoned Certified Public Accountant (CPA) and Personal CFO, I specialize in financial management, project management, and comprehensive client advisory services. I launched my career at PricewaterhouseCoopers LLP ("PwC") as an auditor, working on several of the firm’s largest clients right out of college.  I then worked for Harbert Management Corporation ("HMC"), a family office operating as an investment management company.  I was fortunate to contribute to the growth of the family office from $600 million to $3 billion in managed assets and to experience the diverse challenges faced by a family office in establishing their lasting legacy across generations.

 

I hold an active CPA license in Alabama, with reciprocity in Colorado, and I am licensed as a life and health insurance agent in several states.

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Experience

While at PwC, I developed a knack for unveiling hidden financial discrepancies within complex statements. Transitioning to HMC, I mastered my skills in investment management for private funds, overseeing investor allocations and reporting while also calculating performance for funds and the company, ensuring industry compliance.

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Continuing my journey, I refined skills in creating complex financial models for real estate investment funds and addressing diverse client financial advisory needs, from accounting to insurance. Seamlessly merging roles as a personal CFO and auditor, I've fortified my resources to better serve clients.

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The turning point came when I recognized the impact of providing comprehensive, flat-fee financial plans covering all aspects of clients' financial lives. My keen eye for detail, problem-solving prowess, dedication to thorough analysis, and commitment to client advocacy converged into a passion for offering Personal CFO services.

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PERSONAL CFO SERVICES

As a Personal CFO, I navigate the financial intricacies for family offices, with a focus on highly leveraged entrepreneurs and real estate investors, offering holistic strategic insights into their wealth. This approach ensures expert financial advice and a comprehensive understanding of how the wealth of their family office aligns with their goals.

 

Specializing in tailored financial solutions, I implement a comprehensive strategy covering asset protection, cash flow management, financial and performance reporting, tax strategies, risk management, and legacy and philanthropic planning. Collaborating seamlessly with the family office's strategic partners, I provide accurate and timely information, empowering well-informed financial decisions.

 

With expertise honed through extensive experience in financial and project management with family offices, I excel in both traditional financial management and guiding clients toward a clearer vision of their financial future. Assuming responsibility for personal finances, I strategically align family offices' businesses, real estate holdings, and entities with their financial goals, prioritizing valuable advice alongside essential financial tasks. This comprehensive approach offers family offices peace of mind, financial security, and a clear path to growing and preserving wealth for future generations.

CLIENTS WE SERVE
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Entrepreneurs and Real Estate Investors
Complex Organizational Structure and Finances
Interested in Multigenerational Wealth
Family Offices with Net Worth > $25M
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Our Mission

At Hartmann CFO, our mission is to empower family offices with over $10 million in net worth by providing comprehensive financial expertise, simplifying the complexities of financial management, and offering unwavering assistance as a dedicated advocate to support our clients' journey in building a solid financial foundation that extends into a lasting legacy across multiple generations.

Disclaimers

The information contained herein is provided for informational purposes only, represents only a summary of topics discussed,  and does not constitute and should not be construed as investment, tax, accounting, or legal advice. The contents do not constitute investment recommendations or an offer to sell or the solicitation of any offer to buy any securities. Rather, the contents simply reflect the opinions and views of the authors. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change without notice. There is no guarantee that the views and opinions expressed herein will come to pass. Readers should consult their professional advisors (including any financial advisor, accountant, or attorney) before acting on any of the contents contained herein.

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Additionally, this document contains information derived from third party sources. Although we believe these third party sources to be reliable, we make no representations as to the accuracy or completeness of any information derived from such third-party sources and take no responsibility therefore.

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Read our PRIVACY POLICY for more details.

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