CFO Services Bookkeeping and Accounting Income Tax Planning and Compliance
Bill Paying Family Meetings Estate Planning
Philanthropic Consulting Family Governance and Business Succession Planning Document Repository

Febert & Associates – Client Services

F&A offers an “a la carte” menu of services that includes:

Clients can choose one, several or all of the above services. To the extent clients already have relationships with long-term trusted advisors that provide some of the above services, we complete the client’s advisory team by assuming responsibility for the functions not handled by the other advisors. We have had great success in working closely with clients’ current advisors in developing integrated financial plans using a team approach.

Our ability to serve as a family’s outsourced CFO is one of our most significant value-added services. A family’s net worth often exceeds the value of its family business, but many times only the family business has a CFO. The family’s integrated wealth plan is often left in the hands of a group of advisors who don’t always communicate effectively with the family or with one another. Other times, the family’s integrated wealth plan is left in the hands of the family business CFO who might not be able to devote the time necessary because of his or her other responsibilities and commitments. We will treat your family’s net worth and your wealth transition to future generations as a business, and we will give it the attention that it needs and deserves.

Many of our competitors offer family office services as an enticement to acquire additional investment assets to manage. As such, the family office services often take a backseat to the primary focus of managing assets. We do not manage investment assets. The provision of family office services is our primary business and our entire focus is based on the fulfillment of a client’s family office goals and objectives.