HCVT’s business management services and family office department delivers a full spectrum of services to high net worth individuals, entertainment industry professionals, entrepreneurs and executives and their related entities. We also provide accounting services for business entities which desire to outsource their CFO functions.
Our dedicated business management services team assists you and your business with the supervising and management of your day to day activities while working with you to formulate your goals, develop strategies and long-range planning. As a premier business management consulting service, we will work with you and your advisors, including but not limited to your bankers, lawyers, investment advisors and insurance agents, to help you meet your current and long term goals. You will benefit directly from our experience, skills and flexibility. Our expertise will you assist you in making more informed decisions.
HCVT acts as a chief financial officer for your family or business, and offers business management services that may include:
- Bookkeeping/check writing
- Banking
- Financial statement preparation
- Cash Management, Budgeting & Financial Planning
- Analysis of personal and business cash flows
- Insurance Coordination & Risk Management
- Investment Guidance
- Processing of payroll and coordination of employee benefits
- Reconciliation of investment statements
- Assistance with the purchase and financing of major assets
- Tax Planning & Preparation
- Estate Planning