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:
- Long-term, on-going strategic support
- Coaching, mentorship, and leadership for your internal team
- Coordination of external advisors, serving as a de facto Board of Directors for your team
- Systems for coordination, communication, and reporting
- Problem-solving and trouble-shooting
- Convenient and cost-efficient
- Highly flexible and scalable
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
Operations
- 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
