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Our Mission

At Hartmann CFO, our mission is to empower family offices with ~$100 million in net worth by providing comprehensive financial expertise, simplifying the complexities of financial management, and offering unwavering assistance as a dedicated advocate to support our clients' journey in building a solid financial foundation that extends into a lasting legacy across multiple generations.

Disclaimers

The information contained herein is provided for informational purposes only, represents only a summary of topics discussed,  and does not constitute and should not be construed as investment, tax, accounting, or legal advice. The contents do not constitute investment recommendations or an offer to sell or the solicitation of any offer to buy any securities. Rather, the contents simply reflect the opinions and views of the authors. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change without notice. There is no guarantee that the views and opinions expressed herein will come to pass. Readers should consult their professional advisors (including any financial advisor, accountant, or attorney) before acting on any of the contents contained herein.

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Additionally, this document contains information derived from third party sources. Although we believe these third party sources to be reliable, we make no representations as to the accuracy or completeness of any information derived from such third-party sources and take no responsibility therefore.

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Read our PRIVACY POLICY for more details.

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