Personal Financial Management

Evolving lifestyles, changing markets and rapid business growth make it difficult for high-net-worth individuals and business owners to manage financial obligations. When these obligations are integrated, which is often the case, an exacting personal and business planning perspective is essential.

Understanding that each client’s needs are unique, PKF O’Connor Davies’ skilled teams employ a hands-on approach to unburden clients from the everyday details of financial management that can keep them from pursuing their personal, professional and financial goals. Our skilled specialists identify disciplined processes for efficient financial management and leverage in-depth financial modeling, budgeting, employee management and financial administration talent.

Accessible, effective, proactive service helps clients realize financial and business goals.

Our personal financial management services for Family Offices include:

  • Financial modeling, cash management and budgeting
  • Bill payment, vendor management and bank reconciliation
  • Employee management, payroll and benefits administration
  • Document and contract management
  • Liaison to attorneys, investment advisors, insurance brokers, banks and other providers
  • Presentation of financial management reports and analysis for various constituencies
  • Consulting on financial management controls and processes