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.
Personal CFO services generally entail:
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.