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CFO Services

We understand that managing personal or corporate finances almost always involves myriad complexities. We address these complexities with a comprehensive suite of best-in-class financial services and technological solutions to assist in streamlining the various tasks associated with managing your wealth or organization.


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Services Offering

Financial Management and Reporting
  • Reconcile and maintain detailed accounting records for personal and corporate entities
  • Provide a comprehensive and customized financial reporting package
  • Process accounts payable and manage vendor relationships
  • Develop and maintain annual budget and forecasting processes
  • Manage a wide array of special projects, including pricing analysis, ROI evaluation, M&A and entity restructuring
Insurance Assessment and Management
  • Review existing coverage and pricing, discuss areas for improvement and implement changes, if appropriate
  • Interact with your broker, oversee periodic reviews and provide support on claims management
  • Create an inventory of valuable assets, including fine art and jewelry, with appraised values and coverage
Human Resource Management
  • Administer payroll and related human resource functions
  • Facilitate new hire recruitment as well as on-boarding and off-boarding
  • Develop employee handbooks detailing family policies
  • Coordinate with domestic staff across a range of matters, including budget management and household requirements
Philanthropic Planning and Management
  • Communicate with third-party philanthropies and process charitable contributions
  • Maintain detailed accounting records and fund accounting for not-for-profit entities
  • Generate customized reporting packages for budgets, charitable contributions, gifts and pledges
  • Provide compliance advice to ensure organizations maintain not-for-profit status

To learn more contact :
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COO, Head of Real Estate Solutions
CFO Services Director
Client Services Managing Director, Wealth Advisor
Client Services Manager, CFO Services
Client Services Director, CFO Services
Client Services Manager, CFO Services