Is Your Financial Picture Incomplete?
For family offices managing $100 million+, complexity shows up quickly. Information sits in different places, plans stall, and advisors are not working from the same facts. Without clarity on structure, cash flow, and family office financial reporting, the result is:
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No complete picture: Records become inconsistent across entities, trusts, investments, and accounts, which slows decisions.
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Liquidity out of reach: Cash is tied up in long term investments or in the wrong entity, so taxes, capital calls, and debt service go unfunded when due.
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Plans left unfinished: Trusts go unfunded, ownership is misaligned, and required steps are delayed, leading to avoidable costs and higher probate and governance risk.
Complete the Financial Picture with Clarity, Strategy, and Execution
Hartmann CFO partners with your advisors as your outsourced personal CFO to organize what exists, clean up what has been overlooked, and deliver execution and follow through so plans are implemented correctly and records match intent, reducing estate issues and probate exposure.
Key Benefits:
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Financial clarity: Aggregate the complete picture and deliver a regular family office reporting package so decisions are timely, informed, and aligned.
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Advisor coordination: Coordinate tax, legal, banking, and investment advisors so information is timely and actions are aligned.
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Liquidity where needed: Maintain cash flow and entity level funding plans to ensure funds are available where and when needed for taxes, debt service, and capital calls.
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Estate plan implementation: Trust administration and entity alignment so outcomes match intent and probate risk is reduced.
Why Partner With Hartmann CFO?
A CPA with a CFO Mindset
Darlene Hartmann is a CPA with experience at PricewaterhouseCoopers LLP and a multibillion-dollar family office. She is known for catching what others miss and for follow through. She bridges detail and strategy by organizing complex finances, aligning multi-entity and trust structures, coordinating execution with advisors, and delivering family office financial and performance reporting and outsourced CFO oversight so family offices make timely, informed, and aligned decisions.