Personal CFO services
Alethes Financial acts as the finance office for families whose wealth runs across many entities, accounts and private investments. We keep the books, watch the cash, and report the whole picture in one place.
alēthḗs: true; unconcealed
Our name is the Greek word for truth, and it describes the work.
Wealth held across LLCs, trusts, brokerage accounts and fund interests is hard to see whole. Statements arrive from a dozen places, each telling part of the story. We reconcile them into a single set of numbers you can rely on, so every decision starts from what is actually there.
What a personal CFO is
A company has a CFO who keeps the books, watches the cash and tells the owners plainly what the numbers say. A family whose wealth sits in many entities and accounts needs the same function. Alethes is that function.
Every entity and household is accounted for separately and reconciled to its statements, so the numbers hold up when someone tests them.
Cash, brokerage accounts, private investments and liabilities are brought together into a single consolidated picture.
Your CPA, attorneys, advisors and fund managers work from the same record, and questions come to us before they come to you.
Who we serve
Households that hold assets through several LLCs, partnerships and trusts, each needing its own books and a view of how they fit together.
Individuals with a meaningful share of their wealth in private funds and direct deals, where capital calls, distributions and K-1s need active tracking.
Single and multi-family offices that want an experienced finance team running accounting, reporting and administration without building one in-house.
Contact
A first conversation covers how your holdings are structured, who you already work with, and where the gaps are. From there we propose a scope and a reporting schedule.