FAMILY CFO

WHO IS THE FAMILY CFO?

The Family CFO serves as your “financial quarterback” to coordinate, integrate and facilitate the key financial matters that impact you and your family.

Serving as your Family CFO, we partner with our clients to mutually develop and implement personalized strategic financial planning solutions including those services listed below and other key financial matters unique to each client.

INVESTMENT MANAGEMENT

INDEPENDENT SELECTION PROCESS
Your portfolio management goals are our top priority

• Objective quantitative & qualitative analysis
• Strategy based on modern portfolio theory
• Ongoing monitoring/ rebalancing

RETIREMENT PLANNING

RETIREMENT SUFFICIENCY & PLANNINGS
How much and when? We help you answer the key retirement questions

• Transitioning from the working world, counseling for the next step
• Tax-efficiency of withdrawals & ongoing financial analysis

EDUCATION PLANNING

PLANNING FOR EDUCATION
Helping you plan for your family’s academic future

Education funding sufficiency analysis
• Assessment of funding strategies
• Continuous investment evaluation

TAX & ACCOUNTING SERVICES

INCOME TAX CONSULTING
We make the mundane aspects of managing your finances easier

• Tax Planning
• Coordinate tax return preparation and estimated payments
• Bookkeeping & bill paying services

BUSINESS PLANNING

OUTSIDE ADVISORS
We provide seamless advice for both family and business issues

• Retirement plan design, administration & communication
• Coordinate valuation services
• Buy/ Sell agreements
• Business continuation & succession planning

BANKING & CASH MANAGEMENT
LOCAL BANK & TRUST COMPANIES
Our relationships with external institutions simplify your financial life.

• Coordinate with bankers & trust departments
• Loans/ Mortgages
• Cash Management

ESTATE & PHILANTHROPIC STRATEGIES

ESTATE PLANNING
We counsel you on the most difficult and emotional decisions you face.

• Estate & multigenerational planning
• Review documents & beneficiary designations
• Effective wealth transfer & estate conservation techniques
• Exploration of charitable intents

INSURANCE PLANNING

INSURANCE ADVISORS
All aspects of your financial universe are considered.

• Independent broker/ product selection
• Life, health, disability & long-term care
• Property & casualty / umbrella assessment

GUIDED BY YOUR GOALS AND BEST INTERESTS, WE CUSTOMIZE AND IMPLEMENT A PLAN FOR YOU TO:

• Protect your assets
• Manage cash flow
• Plan for your future
• Give back to others

If you are an ultra-affluent family with more complex needs, see our Family Office service offering for more details.

CONNECT

COMPARDO, WIENSTROER,
CONRAD & JANES

100 South Brentwood Blvd
Clayton, MO 63105
314-244-3377

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