Family Office

Personal CFO

Definition

A dedicated financial executive providing strategic oversight for individuals or families — distinct from wealth advisors who manage investments.

Why it matters

A personal CFO coordinates bookkeeping, advisor relationships, cash management, and reporting across all entities — the operational counterpart to investment management.

Where this comes up

From Net Worth to Managed System: When Wealth Needs Structure
Family Governance 101: Meetings, Decisions, and Documentation
Coordinating Your Advisor Team: CPA, Attorney, Wealth Manager
The Mid-Year Family Wealth Review: What to Cover Before Q3

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