Welcome
We are a complete back-office family reporting platform that provides transparency through independent reporting.
What We Do
All About You
Your family is our family. We believe in creating clarity so you can focus on your family's happiness. With a full back-office and impartial reporting we provide you with an unbiased view of your family wealth and expenses.
The Technical Stuff
Our third-party, best-of-breed reporting technology intelligently handles all financial and non-financial assets and everything that comes with it. Bringing clarity to your family wealth.
Our Expertise
Every family is different, our deep heritage with complex multi-generational wealth allowed us to create technology that is customizable to any structure to manage family enterprises.
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About CFO Family
Our Experience
Our Experience
Our Experience
After 20 years in the industry, we decided to alter direction. Now, we share our passion of providing reporting control and transparency to wealth owners and family offices. You can be confident that you are receiving unbiased reporting on your entire family worth. We do not sell investment products or give investment advice. Instead, w
After 20 years in the industry, we decided to alter direction. Now, we share our passion of providing reporting control and transparency to wealth owners and family offices. You can be confident that you are receiving unbiased reporting on your entire family worth. We do not sell investment products or give investment advice. Instead, we work with your advisors to provide you a clear understanding of the value you posses.
Our Approach
Our Experience
Our Experience
CFO Family is an independent back-office reporting service that leverages third party technology to deliver the most comprehensive and interactive views of total net worth to wealth owners and their advisors. We help you select the best reporting system for your family based on your goals and objectives. We serve single family offices, m
CFO Family is an independent back-office reporting service that leverages third party technology to deliver the most comprehensive and interactive views of total net worth to wealth owners and their advisors. We help you select the best reporting system for your family based on your goals and objectives. We serve single family offices, multi-family offices, Ultra High Net Worth (UHNW) clients, private banks, financial services institutions and other institutional clients.
Why Us?
Our Experience
Why Us?
CFO Family provides value add by reducing cost for wealth owners and family enterprises
- Process improvement; reduce man hours on manual tasks and improve productivity and efficiency
- Reduce manual resources to create reports, reduce cost of reporting error and reputational risks
- Increase efficiency and accuracy through direct data feeds and automation reconciliation
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