Family CFO Services

Great wealth renders great responsibility.

Your financial life becomes complex and sometimes overwhelming when your endeavors include
alternate investments, corporate entities, international exposure, and personal accounting needs.
You probably have established a team of trusted advisors to help you handle
legal issues, insurance needs, investment advising, banking, and tax planning.
So many people to manage and keep track of, right?

Family CFO Services:

  • The Eunis Group Family CFO Service offers peace of mind by assisting affluent families and wealthy individuals with organizing, coordinating, planning, and navigating through their financial affairs.
  • We work with each of those professionals for you in order to obtain all relevant data and financial stats to deliver the view of your assets and financial holdings. This enables you to maintain true control and understanding for effective implementation of financial and tax strategies.
  • An added advantage is that we are a CPA firm as well, therefore in a perfect position to strategize with your existing CPA or handle this facet for you, having the convenience of the tax planning and preparation under one roof.

  • We are the final piece of your financial team!

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