Trusted Financial Stewardship for Exceptional Families
As wealth grows, so does complexity. We provide bespoke CFO and financial advisory services tailored exclusively for high-net-worth families: bringing clarity, continuity, and control to every aspect of your financial life.
The Role of the Personal CFO
Significant wealth often requires families to rely on a suite of specialized advisors—tax attorneys, investment managers, estate planners, and corporate counsel. Each offers deep expertise in a specific area, but few are positioned to see and manage the whole picture.
A Personal CFO bridges these silos. Acting as your strategic integrator, we coordinate across all disciplines—tax, legal, investment, real estate, and philanthropy—to ensure your financial ecosystem functions as a unified whole. From managing operating businesses to overseeing trusts and guiding generational planning, we bring professional-grade financial leadership to the most personal parts of your life.
Henri A.
Lead Advisor
Henri A. is a seasoned financial executive with over two decades of experience across family offices, non-profits, startups, and global finance. He currently serves as the Chief Financial Officer for several ultra-high-net-worth families, with assets ranging from $30 million to $750 million. Henri provides strategic oversight and hands-on management of complex financial ecosystems, including real estate, private businesses, alternative investments, and philanthropic structures.
The first half of his career was spent at leading investment banks and asset managers, including BNP Paribas, ABN Amro and Janus Henderson. He also helped manage over $1 billion in assets for the UK subsidiary of the Libyan Sovereign Wealth Fund, focusing on global credit investments.
He later held CFO roles at the American Montessori Society, the non-profit umbrella organization overseeing the accreditation of Montessori schools and teachers across North America. He also co-founded and later successfully exited a software startup in the laundry vertical, while based in NYC.
With a Master’s in Finance from London Business School and fluency in multiple languages, Henri combines analytical rigor with cross-cultural fluency to deliver tailored financial leadership.
Through his personal CFO practice, he empowers individuals and families to navigate financial complexity with confidence, aligning wealth with purpose and long-term vision.
Henri is a Certified Public Accountant, a Chartered Financial Analyst, and a Chartered Global Management Accountant.
Henri is also a Techstar Miami mentor and serves as an advisor to several early-stage start-ups. He also serves as Treasurer of a 501(c)3 non-profit, supporting diverse programs including film-making, community design and prisoner rehabilitation.
Georgelina P.
Lead Advisor
Georgelina P. is a seasoned accounting and data science professional with a unique blend of expertise in tax, forensic accounting, and business analytics. As an IRS Enrolled Agent with an MBA in Accounting and a specialization in forensic accounting, she brings decades of experience helping businesses transform their financial operations through data-driven strategies.
She is also the founder of C.A.T. Professional Services, a Tampa-based firm known for integrating accounting, tax, and technology to deliver customized reporting solutions and streamlined workflows. Her work spans a wide range of industries and software ecosystems, with a strong focus on QuickBooks consulting, integrated app solutions, and financial reporting that meets GAAP and GAAS standards.
Recognized for her problem-solving mindset and cross-functional knowledge, Georgelina partners with firms and clients to:
Combine data from multiple systems for unified reporting and analysis
Implement and optimize accounting software and integrated tools
Deliver virtual bookkeeping, tax planning, and IRS representation
Support nonprofits with specialized reporting and compliance
Design processes that enhance team productivity and business scalability
Her mission is to empower businesses with the insights and systems they need to grow sustainably—while supporting the people behind the numbers.
Personal CFO Services – Tailored Financial Leadership for Families
As your dedicated Personal CFO, we deliver comprehensive financial guidance to simplify complexity and support lasting wealth stewardship. Our services are structured to deliver clarity, control, and confidence across generations.
-
Custom financial planning and day-to-day oversight aligned with your family's long-term goals.
Develop and maintain personalized financial plans and annual net worth statements
Structure asset allocation and investment objectives based on risk tolerance, tax positioning, and estate strategy
Plan for liquidity and cash needs across personal, investment, and business interests
Advise on wealth creation, preservation, and intergenerational transfer
Serve as a strategic partner to both individual family members and the broader family enterprise
Provide CFO-level support to legacy operating businesses, ensuring their financial leadership aligns with the family’s broader goals, governance, and capital strategy
-
Integrated tax planning to support efficiency and compliance across complex structures.
Coordinate with tax advisors on income, estate, and gift tax strategies
Oversee timely filing of federal and state tax returns across multiple trusts and entities
Implement tax-efficient structures including partnerships, LLCs, and private trust companies
Manage quarterly estimates and year-end tax planning
Align tax planning with investment, philanthropic, and estate goals
-
Independent evaluation and monitoring of all family investments.
Conduct due diligence for private equity, real estate, venture capital, and direct investments
Evaluate and monitor external investment managers and performance
Align investment vehicles with family governance and risk frameworks
Create and oversee capital allocation models tailored to changing goals
Support in forming new investment entities and special purpose vehicles
-
Robust infrastructure and reporting to manage complexity and enable clarity.
Implement and maintain financial systems and internal controls
Deliver consolidated and entity-specific financial reports on a timely basis
Manage treasury functions and maintain banking relationships
Oversee accounting for family businesses, trusts, and personal entities
Create reliable cash flow forecasts and maintain minimum liquidity thresholds
Bridge financial operations between family-level holdings and underlying operating businesses, offering continuity, coordination, and strategic clarity across the structure
-
Empowering family members through tailored guidance and ongoing mentorship.
Mentor next-generation family members in personal finance, budgeting, and investing
Support individual planning for business ventures, philanthropy, and major purchases
Facilitate understanding of trust structures, distributions, and family governance
Participate in family meetings and provide custom reporting and educational tools
Cultivate financial literacy and long-term confidence across generations
-
Coordinated management of professionals and support for structured decision-making.
Serve as liaison with external advisors: legal, tax, investment, banking, and insurance
Provide governance support for private trust companies and family boards
Evaluate service providers and coordinate special projects or ventures
Guide entity structuring and documentation for compliance and alignment with goals
Ensure decisions are informed, transparent, and strategically aligned
-
Operational leadership to scale your family office with trust and professionalism.
Assess and build internal teams and administrative infrastructure
Mentor and manage family office staff and external providers
Design scalable systems and processes to support evolving family needs
Foster a high-integrity, collaborative, and service-driven culture
Lead strategic initiatives across wealth, human capital, and succession planning