Institutionalize
From 'tax season' to year-round planning and governance. At this stage, informal systems give way to structured oversight.
Family Wealth Track
This stage is for families with $20M–$50M in total assets. Holdings typically include significant investment portfolios, multiple real estate holdings, private investments, and possibly operating business interests.
The complexity requires more than basic coordination—it requires institutional discipline. This may be delivered through an outsourced family office model or internal resources, but the function itself becomes essential.
Monthly
Quarterly
Annually
While outcomes vary, clients at this stage commonly see:
Explore articles and case studies related to this topic.
A structured agenda for families with $10M+ in assets to review investment performance, entity structures, insurance coverage, estate plan updates, and next-gen engagement before the second half of the year.
Beyond the marketing copy — what a fractional CFO actually delivers day-to-day, week-to-week, and month-to-month. The 5 core responsibilities, monthly deliverables, and how to know if you're getting real CFO value.
Fractional CFO services typically cost $3,000–$10,000 per month for SMBs and $10,000–$25,000 for $20M+ or multi-entity businesses. Here's a complete pricing breakdown by stage and scope.
A framework for evaluating when to keep finance in-house, when to outsource bookkeeping and controller functions, and how hybrid models work for $3M–$30M businesses.
Information provided is general in nature and is not legal or investment advice. Outcomes described are typical but not guaranteed and vary based on individual circumstances.