Personal CFO / Wealth Steward

Here’s how we can help you:

• Asset Validation, Tracking & Acquisition

  • Maintain a centralized ledger of assets: real estate, investments, business interests, collectibles, etc.

  • Verify and reconcile holdings across banks, brokerages, and trusts

  • Support the acquisition of new assets (real estate, luxury items, private investments) with due diligence

  • Coordinate with legal, tax, and investment advisors to ensure proper ownership structures and risk management

• Personal Financial Reporting & Visibility

  • Monthly or quarterly net worth statements

  • Cash flow tracking by category (discretionary, recurring, charitable, etc.)

  • Budget vs. actual lifestyle spending reports

  • Concierge-level reporting for family members or trustees

  • Tax position tracking (estimated payments, deductions, carryforwards)

  • Custom dashboards for financial goal progress (retirement, gifting, liquidity events)

• Strategic Guidance & Oversight

  • Act as a liaison with accountants, lawyers, investment managers, and insurance advisors

  • Monitor commitments, renewals, and liabilities (e.g., mortgages, lines of credit, tuition plans)

  • Evaluate financial impact of life events (marriage, divorce, inheritance, major purchases)

  • Help manage philanthropy, legacy planning, and family governance

Examples of specific projects: Digitize all financial records, create electronic dashboards and systems for easier review, create one communication path for all exterior parties to utilize and coordinate with