Why CFO

Who We Serve

Solutions

Leadership

Get in Touch

Get in Touch

Holistic View · Insightful Decisions

Independent

Independent

reporting

reporting

infrastructure

infrastructure

for

for

family

family

wealth.

wealth.

We build the reporting infrastructure your family owns outright, independent of every advisor you employ, permanent across every generation.

We build the reporting infrastructure your family owns outright, independent of every advisor you employ, permanent across every generation.

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Our Approach

2021

Founded

Built from practice

$3B+

AUM Reported

Across client portfolios

15+

Client Families

LATAM · Canada · EMEA

25+

Integrations

Best-of-breed platforms

Technology Ecosystem

The Problem

Most families rent their financial history.

Most families rent their financial history.

The reporting infrastructure of family wealth has always belonged to the advisors who manage it, not the families who own it. When the relationship ends, the data goes with it. Families are left starting over, without a single year of financial history intact.

The reporting infrastructure of family wealth has always belonged to the advisors who manage it, not the families who own it. When the relationship ends, the data goes with it. Families are left starting over, without a single year of financial history intact.

CFO Family was founded on the opposite structural principle: every system, every credential, every data point belongs to the family from day one. The advisors can change. The family retains everything.

CFO Family was founded on the opposite structural principle: every system, every credential, every data point belongs to the family from day one. The advisors can change. The family retains everything.

The Dependency

Advisors and MFOs own the reporting infrastructure, limiting objectivity and freedom to change providers.

Our Thesis

Build on the family’s licenses, their data, their keys, preserving every year of financial history.

Your data, on your terms

Operating Principle

Your strategic operating partner for

wealth and data ownership.

Your strategic operating partner for

wealth and data ownership.

Your strategic operating partner for

wealth and data ownership.

Most investment offices lack the resources to hire and retain data-

management experts. CFO Family restructures access to that expertise, giving

every family office the operational capabilities of the world’s most

sophisticated institutions, without building the team to match.

Most investment offices lack the resources to hire and retain data-

management experts. CFO Family restructures access to that expertise, giving

every family office the operational capabilities of the world’s most

sophisticated institutions, without building the team to match.

Most investment offices lack the resources to hire and retain data-

management experts. CFO Family restructures access to that expertise, giving

every family office the operational capabilities of the world’s most

sophisticated institutions, without building the team to match.

Our Core Values

Unbiased by structure.

Unbiased by structure.

Unbiased by structure.

01

Independence

Employee-owned. No products

to sell. No platform affiliations

that create conflicts.

Our only objective is the

family’s objective.

02

Transparency

Every output reveals the full

picture. No selective disclosure,

no curated performance

views. The family sees exactly

what exists.

03

Ownership

Solutions-first, whatever-it-

takes. If a problem needs

solving, we solve it, without

waiting to be asked twice.

04

Partnership

White-glove, long-term

engagement. Every family

is different.

Who We Serve

Four audiences.

Four audiences.

One operating model.

One operating model.

From ultra-high-net-worth families to the professionals who serve them, CFO

Family scales across complexity levels without sacrificing depth.

From ultra-high-net-worth families to the professionals who serve them, CFO Family scales across complexity levels without sacrificing depth.

01

UHNWIs & Family Offices

Primary clients

›

02

Private Wealth & Institutional

Regulated firms

›

03

Centers of Influence

Attorneys & advisors

›

04

Technology Vendors

SaaS implementation

›

Primary clients

UHNWIs & Family Offices

Wealth owners managing complex, multi-entity portfolios who require true independence from their reporting infrastructure, built on their own data, their own licenses, their own terms.

$20M – $1B net worth, multi-entity and multi-jurisdictional structures
Families evaluating or transitioning away from existing advisors
Offices seeking independent performance evaluation
Multi-generational continuity across wealth structures

Our Services

Three solutions,

Three solutions,

one integrated operating model.

one integrated operating model.

Every engagement draws from three capability pillars, configured into a

single operating model. One senior team, end to end.

Every engagement draws from three capability pillars, configured into a single operating model. One senior team, end to end.

01

Managed Services

Our core managed service runs the day-to-day reporting

infrastructure, from initial configuration through continuous

evolution. A small, senior team operates with the discipline of a full department at a fraction of the cost.

02

Expert Services

Time-bound, high-impact engagements: strategic consulting,

technical implementation, and data migration, executed by

professionals who have solved these problems at scale.

03

Platform Solutions

Configurable modules deployed individually or combined into a fully integrated operating environment. Families start where they need to and expand as requirements evolve, no monolithic deployments, no vendor lock-in.

The Managed Services Lifecycle

01

Implement

Weeks 1–12

Set-up Phase

Platform Build

Data Migration

Reporting Spec

02

Operate

Ongoing

Day-to-day

Reconciliation

Cycle Mgmt.

Exception Handling

03

Optimize

Quarterly

Continuous Review

Roadmap

Vendor Review

Governance

01

Managed Services

Our core managed service runs the day-to-day reporting

infrastructure, from initial configuration through continuous

evolution. A small, senior team operates with the discipline of a full department at a fraction of the cost.

02

Expert Services

Time-bound, high-impact engagements: strategic consulting,

technical implementation, and data migration, executed by

professionals who have solved these problems at scale.

03

Platform Solutions

Configurable modules deployed individually or combined into a fully integrated operating environment. Families start where they need to and expand as requirements evolve, no monolithic deployments, no vendor lock-in.

The Difference

The only model where the family

owns the data.

The only model where the family

owns the data.

Platform-only vendors leave operations to the client. Managed-service shops

control the data. We pair both, without bias.

Platform-only vendors leave operations to the client. Managed-service shops control the data. We pair both, without bias.

Software Platforms

Service Providers

CFO Family

CFO Family

Data Ownership

Client-dependent

Provider-controlled

Family-owned ✓

Independence

Varies

Rare

Structural ✓

Implementation

Self-service / SI

Included

Included ✓

Ongoing Operations

Ongoing

Operations

Client-managed

Included

Included ✓

Technology Flexibility

Technology

Flexibility

Single platform

Varies

25+ platforms ✓

Reporting Bias

Platform-driven

Provider-driven

None, conflict-free ✓

None,

conflict-free ✓

Case Studies

Infrastructure built for

Infrastructure built for

real complexity.

real complexity.

Three engagements. Three different structural challenges. The

same outcome: a family office that owns its data and operates at

institutional grade.

Three engagements. Three different structural challenges. The

same outcome: a family office that owns its data and operates at

institutional grade.

01

Case A · Single-Family Office

Mission Control for a

Mission Control for a

single-family office.

single-family office.

“We love the idea of something that can just sort of pull from

everywhere, so we can operate as normal but with much better access to our information.”

“We love the idea of something that can just sort of pull from everywhere, so we can operate as normal but with much better access to our information.”

Family Office Executive

Challenges

Fragmented technology stack with no integration between platforms

Painful manual reporting process consuming advisor time each cycle

No AI or automation strategy, limiting the ability to act on existing data

No AI or automation strategy, limiting the ability to act on existing data

Fragmented technology stack with no

integration between platforms

Painful manual reporting process consuming advisor time each cycle

No AI or automation strategy, limiting the ability to act on existing data

Outcome

150+ direct investments across 6 corporate structures. 15,000+

documents extracted, organized, and made searchable across the

entire portfolio history.

150+ direct investments across 6 corporate structures. 15,000+ documents extracted, organized, and made searchable across the entire portfolio history.

150+ direct investments across 6 corporate structures. 15,000+ documents extracted, organized, and made searchable across the entire portfolio history.

02

Case B · Multi-Family Office

Efficiency build-up for a

multi-family office.

Efficiency build-up for a multi-family office.

“A leaner, more resilient family-office operation, modernized without ripping and replacing existing systems.”

Engagement Summary

Challenges

Manual retrieval across dozens of custodian and manager portals

100+ high-frequency data extractions per quarter with no automation

No centralized terminal, every team member working from siloed

access

Outcome

25–30 individual portal logins eliminated per reporting cycle.

Operations modernized without ripping and replacing existing

systems or disrupting active client relationships.

25–30 individual portal logins eliminated per reporting cycle.

Operations modernized without ripping and replacing existing systems or disrupting active client relationships.

03

Case C · Single-Family Office

Mission Control for a

Mission Control for a

semi-

semi-

semi- retired

retired

executive.

executive.

“I don’t mind paying somebody for their value. I just don’t want to pay somebody ad infinitum if they do any work at all.”

Semi-Retired Executive

Challenges

No unified view across eight custodial accounts, a real estate LLC, and precious metals holdings

Fragmented technology stack with no

integration between platforms

AUM-based advisory fees with no demonstrable value delivered

against the cost

Fragmented technology stack with no

integration between platforms

Privacy and security concerns around consolidated financial data

Outcome

Mission Control gave him the infrastructure of a single-family office

without the headcount, the visibility of a unified dashboard without

the vendor lock-in.

Mission Control gave him the infrastructure of a single-family office without the headcount, the visibility of a unified dashboard without the vendor lock-in.

Leadership

A small, senior team, outsized by what it operates.

A small, senior team, outsized by what it operates.

Ethan Bonar

Ethan Bonar

Founder & CEO

Ethan founded CFO Family in 2021 to give wealth owners back-office reporting tools

that drive informed decisions and unambiguous transparency. Before CFO Family he

founded and led Arrow Private Wealth, a multi-family office, and held CEO, COO, and

CCO roles at LD Lowe Wealth Advisory - giving him a first-hand view of the operational

and compliance reality family offices live with every day.

Ethan founded CFO Family in 2021 to give wealth owners back-office reporting tools that drive informed decisions and unambiguous transparency. Before CFO Family he

founded and led Arrow Private Wealth, a multi-family office, and held CEO, COO, and CCO roles at LD Lowe Wealth Advisory - giving him a first-hand view of the operational and compliance reality family offices live with every day.

ethan@cfofamily.com

LinkedIn

Get Started

Conflict-free. Technology-

driven. Family-first.

Conflict-free. Technology-

driven. Family-first.

Most family offices rent their financial history. We build them the deed. If

you’re ready to own your reporting infrastructure: the data, the systems, the

continuity, we’d like to hear from you.

Most family offices rent their financial history. We build them the deed. If you’re ready to own your reporting infrastructure: the data, the systems, the continuity, we’d like to hear from you.

Schedule your consultation

+1 469 215 5054

Your strategic operating partner

for family data.

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