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.
​
"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