Trusted
Experienced
Committed
As a trusted partner, I offer tailored solutions to enhance your financial management. My expertise lies in working with high-net-worth and ultra-high-net-worth individuals, multi-generational families, closely held businesses, and trusts.
My fractional controller services will give you peace of mind and help you make more informed decisions. I offer the below services using the latest technology.
I will assist with the safeguarding and efficient transfer of generational wealth through strategic estate and succession planning.
As your trusted liaison, I bridge the gap between you and external professionals. Wealth managers, investment brokers, bankers, family offices, estate attorneys, and tax preparers — all seamlessly coordinated for your benefit.
Using AES-256 encryption I organize critical documents — contracts, agreements, wills, trusts, government issued IDs, and insurance policies — so you can focus on what matters most to you.
With expertise in accounting system set up and maintenance, bill pay, payroll processing, budgeting and cash flow management, I aim to streamline your financial operations to free up time. Meaningful reports will help you make more informed decisions, achieve financial gains, stability, and growth.
5 Reasons My Clients Have Remained With Me For Decades.
1. Trusted Advisor
I go beyond the numbers. My personalized approach, active listening, and genuine care make me more than just a financial professional. I’m a confidant, understanding your unique goals, fears, and aspirations.
2. Integrity
My clients value my honesty, transparency, and ethical conduct. They know I’ll always act in their best interest, even if it means delivering tough news.
3. Peace of Mind
My clients find comfort in knowing that their financial management is in my capable trusted hands. Less stress equals better health.
4. Results-Oriented
I’m not just about theories; I deliver tangible results. Whether it’s optimizing tax strategies, providing meaningful reports, or safeguarding assets, I’m committed to getting the job done. My clients have seen firsthand how my expertise translates into financial gains and stability.
5. Proven track record
My decades of successful collaboration speak volumes. My clients describe me as knowledgeable, reliable & responsive, providing superior customer service.
Testimonials
“By suggesting we set up a Family Limited Partnership, Elizabeth helped reduce my parents’ taxable estate by $13M dollars.”
I currently use the following technology to help streamline your workflow:
My clients include:
Widowed and divorced individuals whose spouses handled all the finances throughout their marriage.
Busy professionals and small business owners.
Families and people whose skillsets and interests lie elsewhere.