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Personal CFO Services

Ready for the guidance of a dedicated advocate with a Personal CFO? Our comprehensive financial management services address the complex financial needs of family offices with over $10 million in net worth, simplifying administration of personal family office finances and providing detailed reports to both family offices and their advisors for well-informed decisions.

 

We prioritize long-term relationships, ensuring an unparalleled level of personalized service and a detailed financial history. This commitment fosters more informed decision-making and guides your family office towards a lasting legacy across generations.


Who are clients we serve for our personal CFO services? Our Personal CFO Services are tailored for virtual family offices, specifically entrepreneurs and real estate investors, with complex financial needs and organizational structures along with an interest in multigenerational wealth.

 

Our fees:  Pricing is based on the scope of the engagement, whether providing custom project solutions or ongoing services.  Fees are tailored to the specific services requested, ensuring each client receives a personalized approach rather than predefined packages.


Discover our values when partnering with us for personal CFO services. 

Confidentiality and security are our top priorities. We uphold ethical standards and maintain the utmost professionalism in overseeing your financial affairs.

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Personal CFO services generally entail:

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CASH

REPORTING

 Expert Cash Management for Today's Complex World

Financial Report

FINANCIAL

REPORTING

Comprehensive Reporting for Informed Decision-Making

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PERFORMANCE

REPORTING

Performance Insights for Strategic Planning

Working with Financial Documents

CONSOLIDATED

REPORTING

Consolidating Cash, Financial, and Performance Reporting

Discuss reports

MISCELLANEOUS

REPORTING

Meticulous Financial Oversight & Tailored Insights

Explore the customization of our Personal CFO services to meet your family office's financial needs.

Schedule a consultation today. As your dedicated advocate, we guide

you in navigating complex finances and making informed decisions to grow

and safeguard the wealth of your family office for future generations.

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Send us a message, and we’ll get back to you within 24 to 48 business hours.

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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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© 2024 by Hartmann CFO, LLC

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