Virtual Family CFO Service

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    Accounting, administrative and information management services are essential to the smooth running of a family with complicated finances and investments as well as keeping its stakeholders well informed. Our virtual family CFO service provides a coordinated, technology enabled approach that meets the complex needs of most individuals and families. With virtual access to your family office platform, roles and responsibilities can be allocated among constituents to enable family members, external advisors and staff members to work in a more strategic and cohesive fashion.

    “The line between disorder and order lies in logistics.”

    Sun Tzu

    What can we do for you?

    Accounting and Management Services

    We provide hands-on day-to-day oversight and management of your financial affairs.

    Tracking Assets and Liabilities and How They’re Owned, Entity Recordkeeping, Account Balance Reconciliation, Bill Pay and Invoice Management, Payroll Management, Capital Call Management, Trust Distribution Management, Intra-Family Loan Management, Charitable Gifting Management, Document Managing Including Compiling Tax Information, Collectibles Management

    Budgeting and Cash Flow

    We work to develop realistic cash needs for clients and cash flow forecasts.

    Cash Needs Analysis, Cash Flow Projections

    Administrative Services

    We help organize and maintain important information.

    Assisting with Banking Relationships, Account Opening and Closings, Change of Address Notification, eVault Document Storage, Establish Electronic Account Access and Data Feeds


    We develop customized, detailed reports that provide meaningful information and accurately reflect a families overall financial picture.

    Developing a Financial Reporting Structure, Custom Consolidated Asset and Account Reporting, Consolidated Net Worth Statement, Private Investment Reporting, Online Portal Access

    Our Strategic Approach

    Our digital family office platform lets you securely compile and link together all the individual components of your financial life. We’ll help you integrate your personal finances, investments, taxes, legal documents, administration, lifestyle and family governance all in one place.

    Our platform also makes it easy to integrate new users and get them up to speed on your financial picture and goals, helping facilitate transitions from one generation to the next. And with a Telemus Family CFO, all the pieces of your financial puzzle are overseen by a team who understands your financial objectives. You can feel confident that your personal finances are being handled with the care and attention they deserve.

    Additional reading for You

    Throughout the year, Telemus provides timely financial planning resources that can help you make better wealth management decisions. Check back here often to find new informational guides covering critical investment and financial planning topics.

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    Ready to learn more?

    The next step is to have a conversation with our team. This is our chance to learn more about you, and your chance to learn a bit more about us.

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