Financially savvy families and family foundations demand a high level of expertise in financial services.

As in a business enterprise, California Family CFO serves as your advocate with your trusted specialists to provide the following services for your family, family trust or foundation.

Core Services

Our multi-family office provides services to a wide range of families. The nature of the services rendered includes:

Treasury Accounting Investment Monitoring Financing Risk Management Document Library Information Technology Payroll and Employee Benefits Regulatory reporting

Income and Gift Tax compliance Strategic planning Estate planning Coordination of new business acquisitions Development of exit strategies Home maintenance and services referrals

Proper execution and documentation of your financial plan leads to greater peace of mind and a higher quality of life for you and your heirs.