Our Principals act as CFO for a number of family office group companies.
In this role, Brenowen helps to monitor, control, report on and optimize our family office clients’ interests in a number of key areas:
- Assist in creating cash flow forecasts, monitoring and control
- Help with the strategic financial management of operating businesses
- Identification and mitigation of key risks relating to our clients’ businesses and assets
- Establish and maintain rigorous financial reporting, financial management, assessment and optimization of our clients’ interests.
- Analyse, introduce and advise on investments
- Long-term business portfolio planning, including liquidity event and exit planning and succession