The Family CFO

With wealth and success comes admin and complexity, leaving many feeling overwhelmed by all the moving pieces, or frustrated by the amount of time it takes to pay bills, track income and expenses, and stay on top of various investments.

Our Family CFO service can lighten your administrative burden, so you can spend time on the things that matter to you. We provide the following services:

  • Bill Payment and Approval Facilitation

  • Cash Management

  • Cloud-Based Accounting Services

  • Investment Accounting (data aggregation and performance analytics)

  • Document Management

  • Tax Preparation

With all your financial information up to date and accessible, you’ll be positioned to make great financial decisions; you’ll enjoy the peace-of-mind that comes with order and clarity, and best of all- you’ll spend your time doing what’s important to you!

Call us today or drop us a note to schedule a consultation.

Note: Investment advisory products are offered through Twende Asset Management LLC, an Illinois state Registered Investment Advisor. Twende Asset Management LLC is registered to provide investment advisory services in Illinois. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Twende Asset Management LLC is properly registered/licensed. This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions.

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Copyright (c) 2019 Twende Investments LLC