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CFO Services

In-house finance and tax capability

Building the family's own team.

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A roll of ivory paper edged in gold, coiled on dark paper

What's included

Who it's for

Our approach

We work alongside your accountants and tax advisers and prepare what they need. Many families start with a single project and add more once reporting is in place.

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Customer scenarios

This scenario is illustrative and does not describe a real client.

Scenario

A family ready to run its own finances

The outside bookkeeper has served the family well, but the work has outgrown the arrangement.

The situation
The family's accounts are kept by an outside bookkeeper, and its tax papers are pulled together in a rush each year. The family wants its own people doing this work and does not know where to begin.
What we would do
We begin with a finance clean-up as a single project. A named CFO then supervises the family's new staff and reports to the family council, working alongside the accountants and tax advisers the family already has.
Where it leaves the family
The family's own staff now do the work, under a CFO who answers to the family council.

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Tell us about your family's priorities. Every conversation is private and carries no obligation.

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