Elevate Your Family's Financial Legacy, Empower Your Future
Manage and optimize your family's wealth with Proseer’s tailored managed accounting, fractional CFO, and tax services.
Fractional Family CFO
Access experienced financial leadership tailored to your family's wealth at a fraction of the cost of a full time hire
Family Accounting
Gain visibility into your family's financial picture with accounting infrastructure and reporting across all your entities and investments.
Personal Financial Management
Eliminate the headache of day-to-day financial tasks with our bill pay and expense management services.
Tax Strategy & Compliance
Our team will help protect your family's wealth with proactive tax planning, guidance, and compliance.
Our Fractional Family CFO services provide financial oversight and strategic guidance to help your family preserve and grow wealth across generations.
- Strategic financial leadership for your family’s wealth
- Comprehensive oversight of budgets and cash flow
- Regular financial reporting and analysis
- Coordination with your existing advisors (lawyer, financial adviser, etc)
- Identifying key opportunities and risks, and providing actionable recommendations to optimize results
- Communicate financial insights and recommendations regularly
Set up your family's financial infrastructure to provide real-time visibility and control across all your entities and investments.
- Complete household and family accounting
- Real-time visibility into your family’s finances
- Customized reporting dashboards
- Multi-entity consolidation and reporting
- Reconciling accounts and preparing financial statements
- Managing expenses, bill pay and receivables
Let us handle your and bill payment and expense management needs, so you can focus on enjoying life while knowing your finances are under control.
- Assessing and implementing the right software for your family
- Centralized bill pay and spend management
- Automated payment processing and record-keeping
- Cash flow monitoring and budgeting
- Expense tracking and categorization
- Monthly financial summaries and reporting
- Dashboards and reports to monitor key metrics
Let our proactive team proactively manage your tax strategy to optimize your tax position and preserve family wealth.
- Federal, state, and local income tax return preparation
- Quarterly meetings to forecast estimated payments and identify potential savings
- Tax planning and structuring advice
- Estate and gift tax planning and coordination
- Charitable giving strategies
- Representation in case of any tax notices or audits
- Year-round optimization
What Our Clients Say
Hear from families who have elevated their financial management with Proseer.
“Top notch group. Very responsive and up to date on latest technology and rules/regs. Have used them for years. Highly recommend.”
Paul K
