CFO & Family Office Services

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Acting as an extension of your management team to help you grow into the firm you envision

When building your business or family office, many decisions are driven by the finance department. We strive to be a true extension of management, evaluating decisions and processes with the goal of helping you grow. Our team understands running a growing business and supporting family offices. Having personal experience in both areas, we know what it takes to reach your goals.

Establishing trusted confidence, building rapport, and providing the type of service everyone should expect from their outsourced finance team is what we strive for in every relationship.

Your business. Reimagined.

Accounting & Treasury Services

Providing a full-service bookkeeping experience and general ledger maintenance, combined with bill-pay, cash management, monthly closes, and account reconciliations.

CFO Services

Facilitating payroll, developing processes and procedures to coordinate with internal staff, credit card and line of credit maintenance, budget and modeling projections, cash inflow and outflow reconciliation, and providing financial statement data to external parties.

Family Office Reporting

Delivering cohesive global reporting for the family office structure, as well as individual entity reporting, beneficiary reporting and projections.

Tax and Transaction Services

Preparation of Federal, State, and Local tax filings as necessary for each entity, preparation and issuance of all 1099s, ongoing tax planning on a transaction-by-transaction basis, and structuring consulting for long-term planning purposes.
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We understand how difficult it is to run and grow a business. We also understand the challenges, not just developing, but maintaining a family office. These endeavors start with sound financial plans, processes, and the right people in place. We have the process and internal controls to help you grow, and our team has the right experience to execute. Now let Gryphon build the right plan for you to achieve what you set out to do.

Why Needed?


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