Family Office Services
Working as the “CFO” for your family, The Fairman Group can bring organization to your life through complete day-to-day management of all your financial affairs. For busy executives or other high net worth individuals who want the freedom to focus on other aspects of their lives, our family office services are the perfect solution to simplify your financial life. Rely on our detailed expertise and comprehensive knowledge of your overall financial plan to manage everyday details related to your income and expenses, including:

• Advising on major purchases, financing, and other issues
• Tracking and completing bill payments
• Maintaining ongoing financial documentation
• Managing daily banking transactions
• Tracking and analyzing family financial budgets
• Providing ongoing reporting