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CFO Family, LLC
  • Home
  • Reporting
  • Services
  • BLOG
  • Contact Us
  • FAMILY ACCESS

CFO Family Experience

Holistic View of Net Worth

Holistic View of Net Worth

Holistic View of Net Worth

All assets across custodians, vehicles,

geographies and currencies.

24/7 Monitoring & Alerting

Holistic View of Net Worth

Holistic View of Net Worth

Alerts on portfolio changes, user activity, cash movements and more.

Document Management

Holistic View of Net Worth

Portfolio analytics & Reporting

Access and manage any document through digital vaults.

Portfolio analytics & Reporting

White Glove Onboarding & Service

Portfolio analytics & Reporting

Analytics and detailed reporting on every aspect of net worth.

Family Communication Portal

White Glove Onboarding & Service

White Glove Onboarding & Service

Share sensitive information, reports and

content in real time.

White Glove Onboarding & Service

White Glove Onboarding & Service

White Glove Onboarding & Service

Simplified and expedited 

implementation.

Alternatives & Passion Assets

Accounting, Tax & General Ledger

Accounting, Tax & General Ledger

PE, VC, real estate, art & collectibles, direct investments.

Accounting, Tax & General Ledger

Accounting, Tax & General Ledger

Accounting, Tax & General Ledger

Balance sheets, income statements

through automated journal entries.

AI Powered Automation

Accounting, Tax & General Ledger

Global Financial Aggregation

AI & machine learning automate

processing of documentation.

Global Financial Aggregation

Global Financial Aggregation

Global Financial Aggregation

Automated direct feeds to any

custodian you work with.

Estate & Trust Management

Global Financial Aggregation

Estate & Trust Management

Interactive views of your estate for

optimized succession planning.

Military Grade Security

Global Financial Aggregation

Estate & Trust Management

Private cloud. Encrypted data. Clients

control data access.


CFO Family Reporting

Wealth-owner centric design

Elegant and intuitive interface for wealth-owners and wealth management professionals to get seamless access to true holistic view of net worth for the most complex estate structures


CFO Family Reporting

Data Quality

Proprietary data aggregation technology with direct connections to over 400+ custodians globally

with automated daily reconciliation of over 5 million transactions


CFO Family Reporting

Fully Integrated Ecosystem

Intuitive interface goes beyond reporting and the platform continues to evolve brining new features and functionality centered around wealth-owners and wealth management professionals


CFO Family Reporting

Security & Privacy

Tier-4 private-cloud data center in Switzerland with client-owned private encryption key delivers total confidentiality


CFO Family Reporting

White-glove Engagement

Personalized engagement model with dedicated Relationship Manager, Onboarding Specialist (during onboarding phase) and Service Professional (post onboarding phase)

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