As a Personal CFO, we help our clients manage their everyday financial activities, coordinate and monitor all financial and legal advisors, set strategy for and implement non-capital markets investments, and assist with philanthropic endeavors.
Our team has extensive experience with investment management, finance, accounting and tax services, family company advisory, strategic business consulting, real estate development and management, estate planning and charitable giving. References available upon request.
Services range from the routine handling of everyday financial activities to the more complex evaluation and structuring of non-liquid investments, resolution of capital constraints, family company advisory, real estate advisory, philanthropic and estate planning.
In addition to removing the burdens, stress, and time required to effectively manage personal finances, we are often able to create value by optimizing direct investments in real estate and operating companies, rationalizing expenditures, restructuring balance sheets and lending facilities, and negotiating transactions.
As Personal CFO, we help our clients create balanced strategies for maintaining and creating wealth, and work with the client’s advisory team to implement and monitor the execution of their goals and objectives.
Each client is unique and our services are tailored accordingly. We may:
The Private Company helps manage our client’s everyday financial activities with professionalism and attention to detail. We provide services such as:
The Private Company advises clients with respect to their residential and commercial real estate investments. Our services include portfolio and asset management, acquisition and disposition analysis and support, contract negotiations, due diligence, pro forma development, financial structuring, and strategic portfolio positioning.