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:
- Analyze a client’s balance sheet, cash flow and expenditures; assist with cash management strategies.
- Assess banking needs, provide advisor and resource introductions, and assist with structuring and negotiating credit facilities.
- Provide strategic and operations advice for closely-held companies.
- Analyze and underwrite contemplated investments in residential and commercial real estate, operating companies, and partnerships. Provide due diligence and deal support.
- Serve as “Integrity Monitor”, overseeing all investment managers.
- Represent clients through participation on boards and committees.
- Identify, assess and mitigate exposures to risk and liabilities.
- Assist in the identification and execution of alternative investments plans.
The Private Company helps manage our client’s everyday financial activities with professionalism and attention to detail. We provide services such as:
- Payment of bills and depositing of income
- Account reconciliations and banking
- Consolidated reporting and monthly cash flow analysis
- Home office management, record keeping, document storage and archiving.
Real Estate Advisory
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.