Personal CFO and Family Office Accounting Services

Reese Henry’s personal CFO and accounting services for families, individuals, and businesses will customize streamlined accounting and financial services to fit your needs. We listen carefully to understand your personal goals then provide recommendations for efficient and effective solutions.  You will find our services are seamless and that client confidentiality and trust is our highest priority.

Our personal CFO & family office accounting services include:

  • Estate and gift tax

  • Trustee and estate administration services

  • Investment review

  • Charitable giving

  • Private Foundation administration and tax services

  • Insurance and risk management

  • Retirement and succession planning

  • Accounting and financial reporting services for individuals, families and businesses

  • CFO and controller services

  • Home office management

  • Bill pay services

  • Individual and business tax preparation and planning

  • Wealth transfer strategies

  • Personal Financial Planning