CFO Family

Providing control and transparency to your family

United States of America

Founded 2021

Outsourced Solutions

CFO Family is a comprehensive outsourced back office solution for wealth reporting.

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The Simple team is here to help you find the solutions best suited to your needs

About CFO Family

CFO Family is an independent back-office reporting service that leverages third-party technology to deliver the most comprehensive and interactive views of total net worth to wealth owners and their advisors.

We help you select the best reporting system for your family based on your goals and objectives. We serve single-family offices, multi-family offices, ultra-high net worth (UHNW) clients, private banks, financial services institutions, and other institutional clients.

More Details

Attribute	Details
Categories	Consolidated Reporting, Reporting, Technology provider
Features	AI Powered, Consolidated View

Insights from CFO Family

Bridging the AI gap: What family offices know and what they don’t

As rapidly as AI tech is evolving, it’s not quite there yet. While some family offices are using stellar AI tools, they are mostly standalone systems that require manual "stitching.” In this article, with Ethan Bonar of CFO Family, we examine the future use of AI in family office software through a simple lens: what do we know, what do we not know, and what do we need.

Switching portfolio management software for family offices

In this article, Ethan Bonar, CEO of CFO Family Office Reporting, explains in four steps how family offices can switch portfolio management software. In each step, he details the necessary tasks, offering valuable insights on how family offices can manage the transition successfully.

Automated back-office solutions for family offices

In a recent interview with Simple, Ethan Bonar of CFO Family discussed his software-agnostic, client-centric approach to delivering efficient automated reporting that adds value to family offices.