Services
As your personal CFO, we provide a comprehensive suite of family office services tailored to wealthy investors, including bookkeeping, financial reporting, and investment oversight. Our offerings also extend to estate planning, IT administration, and philanthropic services such as impact measurement and gift planning.
Bookkeeping
- Statement Documentation
- Bookkeeping
- Financial Statements
- Annual Resolutions (with lawyer)
- Tax Preparations (with accountant)
- Filings (with lawyer and accountant)
Bookkeeping fees start at $18,000 per year
Reporting
- Consolidated Performance Reporting
- Online Portal Access
- Portfolio Benchmarking
- Manager Search & Sounding Board
- Quarterly Review
Family CFO
- Investment Policy Documentation
- IT Administration
- Estate & Succession Planning
- Payments Service
- Consiglieri & Sounding Board
- Impact Measurement & Reporting
- Fundraising Support (for Foundations)
- Gift Planning Services