Family Offices
One consolidated picture across every entity, business, and account the family holds.
Where Most Companies Like Yours Are
A family office holding operating businesses alongside other assets is running a finance function for each of them, usually on incompatible books and calendars, and consolidating by hand each quarter.
The work is a CFO’s work: closing multiple sets of books, consolidating them honestly, and producing reporting the principals and their advisers can rely on.
What Applies to You
Close & Reconciliation
Books closed on a schedule, reconciled to source, with every figure traceable.
Read more →Board & Investor Reporting
Board materials that arrive early, read consistently, and answer the follow-up question.
Read more →Cash Flow Forecasting
Know what cash you will have, week by week, and what has to be true for that to hold.
Read more →Systems & Finance Stack
A finance stack that fits the company you are becoming, not the one you were.
Read more →Start With One Month
The fastest way to see the difference is a period you have already closed. We will run it and show you both.