Here’s why – We help simplify the lives of you and your family by offering a fresh perspective on how to organize and manage your most precious resource: TIME. We accomplish that primary goal by inserting our experienced team of professionals into the picture as your Family CFO to orchestrate and manage all the existing professional relationships your family has collected over the years.
The first step in the process is to discover where your family is going and how you can best reach your goal. Once the strategic plan is in place, the execution timeline is agreed on and the delegation of the authority required to direct the team begins. Your family leader (CEO) reduces his/her number of direct reports to just one person capable of bringing to the table years of experience working with affluent families and directing the egos of all the other professionals on the team. That leaves your Family CEO the time to enjoy the life he/she has earned while monitoring the progress of the Family CFO using progress reporting, consolidated financial reporting and integrated bookkeeping reports to know where the family is every day along the journey.