Personal CFO

Our unique personalized service as a PERSONAL CFO to you, your family and/or family office knows no bounds. We offer concierge-style sophisticated services to meet the needs of the unique and complicated life of our clients. We help some of America’s most enterprising individuals and families define the lives they choose to live. NKSFB provides our clients the expertise to protect and collect all that they have earned, and equips them with tools necessary to succeed short and long-term. We can also function as your family office.

We serve enterprising individuals, their families and family offices — including entrepreneurs, high net worth individuals, corporate executives and business owners in a wide range of industries throughout the United States.

NKSFB provides experienced, calculated and confident solutions based on solid planning and disciplined execution, all of which are completely and openly accountable to our clients. Our dedicated team of professionals offer Personal CFO services to their clients, led by a partner at NKSFB with decades of success in the industry.

NKSFB’s Personal CFO services can help you address the needs of you and your family’s life… AS YOU DEFINE IT.

SERVICES

  • Cash flow management and planning
  • Tax planning and compliance
  • Review of contracts
  • Account services – including budgeting, projection of expenses, accounting of revenue, insurance and payment of bills
  • Financial record keeping
  • Depositing of all income
  • Managing and monitoring check receipts and bill payments
  • Bookkeeping Services
  • Monthly reporting
  • Household staff payroll
  • Debt planning
  • Risk management
  • Investment review
  • Obtaining insurance coverage
  • Negotiation of real estate and major asset acquisitions
  • Estate planning
  • Planning transfer of wealth from generation to generation
  • Arranging financing and specialty insurance for your luxury items
  • Charitable planning and private foundation review

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