Individual
Finance as a Service for Family Offices
We offer family offices specialized financial services that are designed to meet the unique needs of their portfolio companies.
Use our expertise to achieve financial excellence and create long-term value.
Over 200 projects successfully delivered.
Quantifiable successes for
CFO as a Service
Rely on our financial expertise and see how precise analysis and tailored solutions help your companies achieve demonstrable success. Our experts work closely with you to optimise financial processes and secure sustainable results.
Situations for Finance as a Service
Our Know How
Across more than 200 projects we have come to know the common finance tools in practice – from bookkeeping and controlling through to reporting.
Discover how our specialized financial services can accelerate the growth of your portfolio. Contact us today for tailored advice!
Our Partners & Collaborations
Carefully selected to create synergies that provide real added value to our customers. We work hand in hand with leading experts and organizations to ensure innovative solutions and exceptional service.
Finance as a Service process
Initial assessment & needs analysis
First we carry out a thorough analysis to understand the specific financial requirements and challenges of your portfolio companies. This assessment allows us to develop tailored financial services that fit the needs of each company precisely.
Implementation & integration
Following the needs analysis, we employ specialized finance teams that work closely with the internal teams of the portfolio companies. We integrate advanced financial software and systems to streamline data management and reporting and simplify financial governance.
Ongoing support & optimization
We provide continuous support and regular assessments to monitor and further optimize financial operations. Our experts are ready to respond to changes in the business environment and make strategic adjustments that contribute to increasing the value of portfolio companies.
What makes finance different in a family office
Consolidating heterogeneous holdings
A family office holds operating companies, real estate and financial assets side by side. A consolidated view only emerges once different accounting standards, reporting cycles and levels of detail are brought into a common structure. That is less a question of software than of clear definitions and binding reporting deadlines.
Operating holdings need steering, not just oversight
Where holdings are run entrepreneurially, annual financial statements are not enough. What is needed is monthly reporting, planning and variance analysis, plus a contact person who can step in operationally when required. This is exactly where fixed-term mandates come in when a holding lacks financial leadership.
Governance and succession
Reporting lines, decision-making authority and approval limits belong in writing – especially when several generations or several family branches are involved. A reliable set of numbers is the precondition for succession decisions to be made on the facts rather than on assumptions.
Typical starting points in a family office
Every holding reports in its own structure
A consolidated view only comes about through manual aggregation – laborious, error-prone and rarely up to date. Uniform definitions solve this for good.
Operating holdings are steered solely via the annual financial statements
As a result, adverse developments only become visible with a delay of up to twelve months. A short monthly report per holding is enough to react earlier.
When financial leadership drops out, there is no fallback
In a holding without its own financial leadership, a fixed-term appointment can keep operations running and establish reporting capability at the same time.
FAQ
Do you have questions?
We have answers. In our FAQ section you will find comprehensive information and guidance on the most common concerns, so that you get the support you need quickly and easily.