Personal CFO & Bill Pay Services for the High Net Worth
TAG Family CFO is an outsourced accounting firm, focusing on personal CFO and bill pay services. In this post, we showcase the most popular content regarding TAG Family CFO, a personal CFO and bill pay service provider for the high-net-worth and family offices.
#1 Why Use a Personal CFO and Bill Pay Service Firm?
Are you a good candidate for outsourcing your personal accounting or bill pay needs? Do you want to know how a personal CFO service and bill pay firm can help you save time and bring peace of mind? If you are dealing with complicated finances, or feel overwhelmed with the amount of bills that need to be paid and tracked. TAG Family CFO explains the top 5 reasons to use a personal bill pay service firm. Read more>>
#2 Keys to a Successful Onboarding of a High-Net-Worth Client
The “white-glove” experience for a client of TAG Family CFO starts at the on-boarding process. It can seem overwhelming at first to gather all the bills and financial data in order to start the relationship. However, at TAG, we have worked with busy entrepreneurs and even busier families, so we have developed a system to make the onboarding process easier. It is this combination of personal attention and service, with technology and security that brings it all together. Learn more about our process >>
#3 Five Signs that you Need a Back-Office Family CFO
What is a back-office Family CFO? Are you missing due dates with your bills and incurring late payments? Are you having trouble keeping track of your investments that could include entities, rental properties, trusts, etc.? Do you have a clear picture of your wealth? Is your financial paperwork organized for tax season? How much time are you devoting to handling household finances, compared to actually enjoying your wealth? Think about your answers, then read about how a back office CFO can help.
#4 Family Wealth: How to Retain it with Better Financial Reporting
In order to make better decisions and retain your family wealth, it is important to have accurate and up-to-date financial information. TAG Family CFO offers outsourced accounting services to the high-net-worth and provides consolidated financial reporting with real-time data for a holistic view of family wealth. Unlike wealth management firms, TAG Family CFO does not manage money or recommend investment strategies. They work together with their client and their client’s personal financial team in a strategic manner to leverage their total expertise. Read more>>
#5 Top Signs that you Should Hire a Personal Bill Payer
Who is the typical client of TAG Family CFO? Not all clients are alike, but the one thing they all have in common is: personal financial complexity. They own multiple homes. They have household employees on their staff. They have investment accounts, entities, trusts and even personal foundations. Most importantly, they are paying up to 100 bills per month and using a few different credit cards and bank accounts to manage their spending. Click here for an infographic >>
Are you ready to simplify your personal financial life and take true control of your wealth?
Related Case Studies:
- Bringing Greater Organization to a Retiree’s Financial Affairs
- Bill Pay Resource to a Family Office Team
- Real Estate Investor
- Busy, Affluent Family
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