Single-Family Office · Southeast · ~$100mmThe Small Team Stretched ThinThe SFO team still wore two hats, supporting both the operating business and the family office, leaving no dedicated staff for accounting, monitoring, or reporting despite significant balance sheet complexity. The only consolidated financial picture produced was a periodic Personal Finance Statement (PFS) when an operating company needed a loan.Family officesMulti-Family Office · Midwest · $300mmThe Patriarch Who Never Set One UpOur client never bothered setting up a formal family office. All he cared about was cash flow and distributions, in his words, “what actually impacts my life.” But he had one sharp realization: “If I got hit by a bus, my wife and kids would have no idea where everything was.”Family offices
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9 studiesClients are identified by shape rather than by name: category, region, and assets tracked. Named references are available under NDA during diligence.
