Accountant
As a family Chief Financial Officer, I manage taxes, investments, estate planning, insurance, and related companies while negotiating deals and overseeing all financial and accounting matters.
I function as a family Chief Financial Officer, overseeing taxes, investments, estate planning, insurance, and related companies. This role involves negotiating deals, managing finances, and handling accounting and tax matters as needed. Clients that need help finding and sourcing investments and managing/monitoring/operating their subject companies.