For Advisors
Stronger Family Office Relationships Start with Better Coordination
Even the most experienced advisors know the challenge: family offices forget to send the right documents, strategies stall in execution, and you're left making recommendations without the complete picture. That’s where we come in.
Hartmann CFO complements the work of tax, legal, banking, and investment advisors.
We help family offices stay organized, follow-through, and communicate what matters. With the right financial infrastructure in place, advisors can focus on doing their best work, and family offices can make better, more timely and aligned decisions.
Here’s how we add value to your family office relationships:
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Compile and organize financial data across entities, trusts, investments, and accounts.
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Ensure your advice aligns with the family office’s complete structure, cash flow, and goals.
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Implement the strategies you recommend, from funding trusts to aligning ownership and reporting.
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Follow up, follow-through, and catch what’s falling through the cracks.
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Send the documents you need, when you need them.
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Ask the overlooked questions that help family offices take action confidently.
You’re not just working with a Personal CFO. You’re gaining a partner who makes your work easier, clearer, and more actionable.