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Establishing Your Family Financial System
A guide to moving from 'owning things' to 'managing a system'—entity mapping, consolidated reporting, and governance basics.
By Ally Hormell, Founder & Fractional CFO
Family WealthEstablish Stage
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Case Study
From 6 LLCs to Consolidated Clarity
A real estate investor with multiple properties across 6 LLCs had no consolidated view of cash flow or net worth. We built a reporting framework that provides quarterly board-style updates and annual planning visibility.
Case StudyBuilding a Virtual Family Office at $25M
A family with $25M in diversified assets—real estate, operating business, investments—needed institutional oversight without the overhead. We implemented quarterly governance and advisor coordination.
Case StudyMulti-Generational Wealth: Preparing for Transition
A $60M family with three generations involved needed governance structure and succession planning support. We built reporting tiers, family council protocols, and next-gen education programs.