Investment oversight
Independent, objective and qualified advice to ensure your overall assets benefit the right people — you and your family. 

Accounting services and bill paying
Your CFFO keeps your day-to-day financial house in order with rigid attention to detail, allowing you peace of mind that nothing is slipping through the cracks. 

Coordination of advisor activities
To ensure maximum efficiency, avoid redundancy and obtain the highest benefit from the experts that surround you. 

Administrative functions
From travel arrangements to banking to payroll, we have inhouse expertise to meet a variety of unique needs. 

Legal document library management
All of your legal documents are catalogued and organized for protection, confidentiality, and ease of access.

Life coaching
Kathy Reich’s unique expertise guides CFFI’s families through the process of realizing on the collective intellect and experience of the family unit and working through challenging family dynamics.