Fractional Leadership

A strong and innovative leader can make a tremendous impact on your Family Office and catalyze its long-term success. EFO has provided senior leadership support to family offices ranging from $100M into the multi-billions.

Designed for families that don’t need full-time, C-level leadership, we offer part-time services spanning CEO, COO, CFO, and Director of Residences. We provide cost-efficient strategies to introduce top-tier thinking into your organization.

Our approach includes:

Examples of C-Level Fractional Activities:

Finance & Accounting

  • Financial Controls
  • Budgeting
  • Reporting Package Development
  • Credit Card Set up and Management
  • Utility Account Set up and Management
  • Lines of Credit and Financing Research and Execution
  • Tax Structure Planning and Management
  • Investment Relationship Management
  • Cash Flow and Liquidity Analysis
  • Estate Planning & Intergenerational Wealth Transfer

HR & Advisory

  • SFO Launch and Onboarding
  • PEO, Payroll and Benefits Research and Onboarding
  • Accounting Firm RFP Process and Onboarding
  • Advisory Relationship RFP Process and Onboarding (legal, investment, IT, security, etc.)
  • New Technology Onboarding
  • Training, Coaching, and Mentorship for all SFO roles, from entry to C-level


  • Strategic Planning
  • LLC Structuring and Management
  • Property Purchase and Sale Management
  • Insurance Management
  • Payroll and Benefits Management
  • Annual Reviews and Bonus Process Management
  • Compensation Benchmarking
  • Recruiting Management