Empowering family offices and family businesses with CFO, accounting and tax services

At CeFO, we turn complexity into clarity, helping you achieve your goals with confidence.

Note from the President

Your Family Business needs, all under one roof.

Preserving wealth, growing a business, and securing a legacy requires foresight and expertise.

Fractional CFO Services

Navigating the financial complexities of a growing business can be daunting. We offer in-depth, strategic financial leadership without the overhead of a full-time hire, enabling you to lead with confidence.

Family Office Services

Managing significant wealth comes with its own challenges. We offer holistic services for families with high net worth, in assets, right from preserving capital to planning for future generations.

Tax Services

Whether you’re a business owner, a high-net-worth individual, or managing a family office, navigating tax obligations requires expert insight and proactive planning. We help you put your best foot forward.

Why CeFO?

Unwavering Commitment to Your Success

At CeFO, we understand that every client’s needs are unique. That’s why we deliver custom solutions, tailored specifically to your business or personal financial situation. Our approach is built on understanding your goals and providing the right strategies to help you achieve them.

Trusted Financial Guidance

Global Reach with Local Expertise

The Numera Advantage

CeFO is proud to be a member of the Numera network. With Numera, we combine the personal attention of a boutique firm with the resources and expertise of a global organization.

Our clients benefit from both our local understanding and our access to broader market insights and specialized expertise across the Numera platform.

Specialised Knowledge

Broader Resources

Actionable Insights

With Numera, you get access to additional experts in specialized accounting and tax matters, tailored to your ever changing needs.

The support of a global team of accounting and finance experts, equipped to meet the growing demands of your business.

In-depth market analysis and access to cutting-edge technology that enables smarter decision-making.

Happy Clients? Check.

Benjamin W.

Working with CeFO has been a game changer for us. We were struggling earlier but with their outsourced CFO, with strategic financial advice and cash flow management services have helped us a lot. Working with them felt like we were working with our own extended team. Great support and trusted partner in the journey

Amy L.

We needed support in estate planning and the CeFO team made the process very straightforward and reassuring. Their expertise shows in the way the device plans comprehensively, taking utmost care of the details. The team has been very accommodating with our requests. We were able to focus on important things as we knew our finances were in expert hands.

Michelle G.

Partnering with CeFO was one of the best decisions for our business. The team is very experienced and it shows in the way they handle our finances. Their CFO services helped streamline our cashflows while their family office team helped us with estate planning. We now have peace of mind knowing our financial future is in expert hands!