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Our Services

What We Do For Family Offices:

We build the complete financial picture by bringing clarity, strategy, and execution across key areas of the family office while working alongside your trusted advisors.

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Organizational
Structure

  • Create or clarify structures to align with tax, legal, investing, and family goals.​

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  • Identify inefficiencies or misalignments across entities, ownership, or capital flow.

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Financial Reporting

  • Aggregate the complete financial picture across trusts, entities, accounts, and advisors.

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  • Build and maintain cash flow plans to track expenses and ensure liquidity when and where it's needed.

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  • Create financial and performance reporting that supports decision making.

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  • Prepare financial statements for trusts to support compliance, planning, and advisor coordination.

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Advisor Coordination

  • Coordinate across tax, legal, banking, and investment advisors to align execution.

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  • Ensure each advisor has timely access to the information they need, including Schedule K-1s.

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Risk
Awareness

  • Review legal documents, investment terms, and insurance policies.

 

  • Surface hidden risks or overlooked details before they become problems.

 

  • Ensure compliance with requirements including lending covenants, entity reporting, and other obligations that protect the family office’s position.

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Estate Plan Implementation

  • Organize and implement estate planning decisions, including funding of trusts.

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  • Track and maintain steps that support long-term legacy goals.

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Hartmann CFO

We bring clarity, strategy, and execution to complex family office finances so families and their advisors make timely, informed, aligned decisions and see them fully implemented.

What We Don't Do For Family Offices

We Don't Replace Your Trusted Advisors

We make the work of your trusted advisors more effective. Hartmann CFO does not:​

  • Prepare tax returns

  • Perform bookkeeping

  • Draft estate planning documents

  • Make investment decisions or manage assets

  • Negotiate loans or act as a lender

  • Provide legal advice or act as an attorney

  • Serve as a business CFO or manage company operations

Instead, we focus on implementation and coordination of personal wealth, ensuring strategies from your tax, legal, banking, and investment advisors are carried out, aligned, and understood.

Send us a message. We will respond within 48 business hours.

Our Mission

At Hartmann CFO, our mission is to bring clarity, strategy, and execution to complex family office finances. We work with families managing $100 million+ in wealth to unify fragmented systems, coordinate across advisors, and ensure that strategic decisions are not only well-informed but fully implemented.  By building a complete financial picture and aligning structure with long-term goals, we help families make timely, informed, aligned decisions, move forward with confidence, and preserve their legacy.

Disclaimers

The information on this website is for informational purposes only, is a summary of selected topics, and does not constitute investment, tax, accounting, or legal advice. Nothing herein is an offer to sell or a solicitation to buy any security or service, nor a recommendation regarding any investment strategy.

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Information reflects the views of Hartmann CFO, LLC as of the date posted and may change without notice. We make no representation or warranty as to accuracy, completeness, or fitness for any purpose, and we have no obligation to update any content. Your use of this site does not create a client relationship with Hartmann CFO. Before taking any action, consult your professional advisors, including your financial advisor, accountant, or attorney.

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For how we handle personal information, see our PRIVACY POLICY.

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© 2025 by Hartmann CFO, LLC

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