Personal
CFO

This service is designed for high net worth individuals (and those aspiring to be) that are seeking a home office and a personal CFO.  Intrinsic welcomes the responsibility of assuming this imperative role.

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"Innovation distinguishes between a leader and a follower."

-Steve Jobs

  • Cash flow management 

  • Account services – including budgeting, projection of expenses and accounting of revenue

  • Financial record keeping and debt planning

  • Depositing of all income

  • Managing and monitoring check receipts and bill payment

  • Bookkeeping Services

  • Monthly financial reporting

  • Household staff supervision and payroll

  •  Risk management

  • Investment review in consultation with investment professional

  • Obtaining insurance coverage in consultation with insurance professionals

  • Negotiation of real estate and major asset acquisitions

  • Estate planning in coordination with counsel

  • Planning transfer of wealth from generation to generation

  • Arranging financing and specialty insurance for luxury items

  • Charitable planning and private foundation review