JD Chazan CPA,CA
Unique needs
Investment portfolios as well as personal financial matters, trusts
Extensive financial reporting
budgets
High Net Worth Individuals
Can you benefit from a dedicated accounting/bookkeeping resource?
Financial Reporting
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I receive regular, easy to understand, consolidated financial reporting on all my family assets, across all our entities, for all the family members
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I have prepared an annual or quarterly budget as necessary to control costs and expenses and to ensure that income earned is as expected
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I understand the fees that I am paying to my advisors (financial, legal and accounting) and the value I receive from their advice
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My financial books and records are organized and readily accessible to meet my needs, taxation authorities and others as needed and are secure
Cash Flow Management
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I know exactly how much capital I have, the cash flow it generates and my current living and retirement needs
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I have a good understanding of my family's currrent and future expenses and income and feel confident that they are manageable and sustain over the medium to long term
You can benefit from having your personal chief financial officer from both a financial reporting and financial management perspective. Let your family office or advisors do what they do best-provide you with the advice you need to increase your net worth. Leave the record keeping and financial reporting to a dedicated resource.
My family administration service offering includes:
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Family balance sheet and income statement management
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Cash flow planning
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Income tax projections and preparation (in collaboration with your accountant)
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Real and personal property oversight
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Collaboration with all family advisors as required
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Foundation record keeping and reporting
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Bill pay and other daily needs
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Such other services as required
