Managing the business elements of a household, so you can focus on leading your life.
Family CFO helps you structure your family's finances as if they were an efficient business. This level of organization, transparency and objectivity reduces conflict, improves decision making and helps your family achieve its unique goals.
Areas of Practice
Financial Planning
Holistic financial planning is about much more than making a plan. It's about continuous improvement through iterative goal setting, prioritization and behavioral reporting.
Real Estate
Your primary residence is likely the biggest investment that you make in your life. You can optimize that investment decision by considering it in the context of your total asset portfolio, market cycle, and mid to long term goals.
Portfolio Management
Your finances are more complex than your brokerage account. Balance sheet optimization is an essential part of portfolio management. And, your investment strategy can be both demystified and specifically aligned to goals of different time horizons.
Fractional Small Business CFO
Your small business is a full time job. Family CFO helps small businesses with back office functions so you can focus on the work you enjoy. Services include strategic analysis, modeling, cash flow management, budgeting and forecasting.
Risk Management
Be prepared. While insurance isn't especially glamorous, fortifying your family against the unexpected prevents compounded difficulties and brings a real sense of comfort through responsibility.
Strategic Planning
Identifying and articulating substantive life goals is challenging. Focusing on those goals and anchoring decisions around them is essential to living the life that you want.
“Simplifying and demystifying personal finance is one of the greatest adult educational investments that an individual or family can make.”