Resources

While the needs and expectations of the professional service provider's Family CFO may be the same as any other professional,

Business Owners and Wealth

Business owners and executives know that a well-qualified, experienced CFO is one of the most valuable assets in their organization.

Endowment funds are a big deal. Creating a sound management strategy for this important fund can be intimidating. SHWM's nonprofit

This article on "Romancing" your nonprofit's brand provides insights into attracting and keeping donors.

An important part of our work with business owners (or any client, for that matter) is year-end planning that encompasses