Industry Focus
Family Office Bookkeeping & Financial Management
High-net-worth families managing multiple entities need more than a bookkeeper—they need a financial operations partner. We deliver multi-entity bookkeeping, consolidated reporting, and personal CFO support with the discretion and precision your family expects.
The Complexity of Family Financial Operations
Family offices face a unique set of financial challenges that require specialized expertise and coordinated execution.
Multiple Entities
Operating companies, investment LLCs, holding structures, real estate entities, and trusts—each requiring entity-level accuracy and consolidated visibility.
Household & Entity Separation
Personal expenses, business costs, investment distributions, and lifestyle spending must be cleanly separated for tax and planning purposes.
Consolidated Reporting
Individual entity financials are useful, but the full picture requires consolidated roll-ups across all holdings, investments, and personal accounts.
Cash Flow Across Entities
Tracking cash positions, intercompany transfers, distributions, and capital calls across a complex multi-entity structure.
Advisor Ecosystem
CPAs, estate attorneys, wealth advisors, insurance advisors—all need accurate, timely financials to do their jobs effectively.
Confidentiality & Governance
Family financial operations require discretion, clear governance protocols, and role-based access to sensitive financial data.
What We Deliver
A comprehensive financial back office purpose-built for multi-entity families.
Family Wealth Inflection Points
Every family's financial complexity evolves. We meet you where you are and build toward where you're going.
Establish ($10M–$20M)
Building the foundation: entity structuring, consolidated bookkeeping, and baseline visibility across your financial life.
Learn more →Institutionalize ($20M–$50M)
Formalized reporting, controller oversight, advisor coordination, and cash flow forecasting.
Learn more →Governance ($50M+)
Building for generations: governance frameworks, role-based access, succession planning support, and next-gen engagement.
Learn more →Related Insights
Explore articles and case studies related to this topic.
Managing Finances Across Multiple Entities Without Losing Visibility
Separate bank accounts and books per entity, one consistent chart mapping, documented intercompany balances, entity versus eliminated group reporting, weekly cash visibility, and a parallel close checklist.
Family Governance 101: Meetings, Decisions, and Documentation
A practical introduction to family governance structures for high-net-worth families — from quarterly meetings to family councils, advisor coordination, and multi-generational wealth planning.
Coordinating Your Advisor Team: CPA, Attorney, Wealth Manager
How to get your professional advisors working together instead of in silos. Who should quarterback advisor coordination for multi-entity families and complex financial operations.
From Net Worth to Managed System: When Wealth Needs Structure
The inflection points that signal it's time to move from informal wealth tracking to institutional-grade multi-entity bookkeeping, consolidated reporting, and family office oversight.
Quick Answers
Plain-English answers to the questions we hear most.
- What is family office bookkeeping?
- Family office bookkeeping involves coordinated financial management across multiple entities—operating companies, investment vehicles, real estate holdings, trusts, and personal finances. It requires entity-level accuracy, consolidated reporting, and coordination with an advisory ecosystem of CPAs, attorneys, and wealth advisors.
- How much does a personal CFO or family office financial manager cost?
- Family office financial management typically ranges from $2,000 to $8,000+ per month depending on the number of entities, transaction volume, and level of advisory support needed. Our services scale from foundational bookkeeping to full personal CFO partnership.
- Do you replace our CPA or wealth advisor?
- No. We work alongside your CPA, estate attorney, and wealth advisor—not in place of them. We prepare the financials, manage the day-to-day financial operations, and coordinate with your advisory team so everyone is working from the same clean data.
Your family's finances, aligned.
Let's discuss how we can bring order, visibility, and strategic oversight to your family's financial operations.
Schedule a Confidential ConsultationThis firm is not a CPA firm.