CFO Family Reporting

Family offices and UHNW clients often receive reporting that is produced by the same firms selling them investment products, creating an inherent conflict of interest. CFO Family was built specifically to remove that conflict. Founded by practitioners with 20 years of industry experience, the firm operates as a pure back-office reporting service with no investment products to sell and no advice to give, leaving principals with a clear picture of their total net worth rather than a curated one.

The firm acts as an independent intermediary, selecting and operating third-party reporting technology on behalf of the client rather than building proprietary software. This means the platform can be configured around each family's specific structure, whether that is a single family office, a multi-family office, or a complex multi-generational enterprise. Key operational outcomes the firm targets include:

• Reduction in manual hours spent producing reports
• Automated data feeds and reconciliation to cut reporting errors
• Coverage of both financial and non-financial assets in a single consolidated view
• Selection assistance to match families with the reporting system that fits their objectives

CFO Family coordinates directly with existing advisors, functioning as a back-office extension rather than a replacement for the advisory relationships already in place. The firm is best suited to wealth owners and family offices that want independent oversight of their consolidated net worth without displacing their current investment managers. Buyers should note that pricing is not disclosed publicly, no detail on supported custodians or specific third-party platforms is provided on the site, and the firm appears to operate primarily in the US market. Families seeking a single vendor to handle both reporting and investment management will need to look elsewhere.

• Consolidated net worth reporting across financial and non-financial assets
• Back-office reporting operations on behalf of family offices
• Reporting system selection and configuration for families
• Data reconciliation and automation to reduce manual reporting effort
• Coordination with existing advisors to deliver unbiased views

• Independent third-party reporting with no product sales conflict
• Coverage of financial and non-financial assets
• Automated data feeds and reconciliation
• Customizable reporting structures for complex family enterprises
• Interactive total net worth views for wealth owners and advisors
• Back-office support to reduce manual reporting hours
• Reporting system selection assistance based on family objectives

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals, Finance / Accounting Teams.