Family Office Management Services

C&G offers a wide range of financial and business management services to high-net-worth individuals. We offer you comprehensive, proactive business management expertise.

We have the capability to efficiently and accurately receive your income, deposit your funds, pay your bills, manage your money managers, and make sure your cash is flowing as it should. No late fees, no unauthorized charges, no maddening conversations with automated voices when mistakes show up. In other words, we free you from the daily grind of routine financial activity.

We know that business management can be time-consuming, complex, and even worrisome; especially if you’re concerned about potential irregularities, appropriate controls, or challenging regulatory environments. Our staff of Certified Public Accountants and Certified Fraud Examiners brings you a depth of expertise in fraud prevention, detection and investigation. The risk today is enormous; each year more Americans are affected by fraud. Fraudulent activity that goes unchecked can cost you millions. With C&G, a variety of cost effective measures and controls can minimize this risk. We have the background, training and expertise in fraud prevention and detection that is especially needed in this weakened economy.

To realize your vision of the future, you have to stay focused on the big picture. So leave the mundane financial details to us. Making money is your area of expertise, ours is making sure it gets to and stays in your pocket. 

                                                                                                                                         

Services

 Our Services include: 
  • Bill review and payment
  • Cash flow management
  • Bank reconciliation and review of balances
  • Income receipt, deposit, and monitoring
  • Contract review and oversight
  • Household payroll and payroll taxes
  • Bank financing
  • Insurance analysis
  • Budget preparation and evaluation
  • Establishing proper oversight controls with bank, investment firms and other outside parties
  • Developing internal controls to reduce the risk of fraud
  • Coordination with other professionals (lawyers, banks, wealth management, insurance, retirement plan consultants, real estate professionals) to maximize efficiency