OUR services
We design customized Virtual Family Office systems based on client-specific needs and implement services from our three business units. Each Simplify Wealth professional responsible for client solutions ensures all professional advisors are included in the team that develops and supports client services.
Personal Wealth CFO
Our Personal Wealth CFOs help clients manage the complexities of their wealth. As a Virtual Family Office, we proactively manage the details of their financial lives, giving them more time for other priorities and activities they enjoy.
We design and maintain effective processes to ensure smooth operations, even during life transitions such as death, divorce, or sale of a business.
Our Personal Wealth CFO leadership provides coordination of professional advisors, financial oversight, and management of financial transactions executed through the Virtual Family Office.
SERVICES WE OFFER• Private Investment Coordination and Tracking
• Tax Return Coordination
• Risk Management and Insurance Coordination
• Bookkeeping and Bill Pay
• Cash Flow Management and Planning
• Trust Administration and Accounting
• Coordination of Valuable Assets
• Estate and Trust Settlement
• Estate Planning Coordination
• Private Foundation Administration
• State Residency Documentation Tracking
• Coordination of Professional Advisors
• Family Education and Legacy Planning
Outsourced Business Support
Simplify Wealth’s Outsourced Business Support Services help business owners ensure that the finance and operational functions of their company are running smoothly and effectively.
We support the business owner’s focus on their priorities as CEO, while we manage the details. Whether we are working with them on an ongoing basis or during a transition, we assess processes, recommend improvements, and implement solutions.
The Outsourced Business Support team leaders ensure appropriate team members are chosen for accurate and timely support of each client they serve.
• Fractional CFO
• Fractional COO
• Internal Controls Review and Development
• Accounting Processes Setup, Maintenance
and Oversight
• Operational Implementation and Coordination
• Transaction Coordination and Due Diligence
• Business Plan Implementation
• Management of Key Vendor Relationships
• Finance and Operations Transition Consulting
SERVICES WE OFFERWealth Concierge
Simplify Wealth provides Wealth Concierge Services for clients who seek assistance in managing their finances and their household, due to aging, health challenges, or lifestyle reasons.
We work one-on-one with our clients to understand their needs and develop customized solutions to assist with a wide variety of personal household tasks.
Processes, timelines, and communication strategies are developed and implemented to ensure each client feels secure in knowing their ongoing needs will be met.
SERVICES WE OFFER• Household Payroll Management
• Bill Pay and Cash Management
• Financial Record Keeping
• Personal Shopping and Errands
• Mail and Paperwork Organization
• Tax Document Organization
• Aging Services and Health Care Coordination
• Vendor Management
• Home Downsizing and Moving Coordination
• Charitable Gift Coordination
Contact Us
We welcome requests to learn more about each other to determine fit.