monitor, control, report on and optimize our clients' interests

Family offices

Family office

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