The Family CFO exists to organize and oversee the nancial activities of the family and provide

sound guidance on all matters related to nance. Utilizing best-in-class technology, the Family

CFO is able to organize the nancial aairs in meticulous detail and provide an ongoing personal

balance sheet and cash management solutions to the family. Furthermore, a Family CFO is

able to assemble a rst-class team of professionals across multiple disciplines (tax, legal, etc.) or

work with the family’s existing professionals to create a collaborative advisory ecosystem. In

many situations a Family CFO also aords the family additional social grace, as the Family CFO

can be the initial lter for grant requests and solicitations for investments in private deals from

close friends and nancial requests from close relatives.


  • CEO
  • COO
  • Family CFO


Family is family.