Your Outsourced Solution for CFO, COO, CIO and Independent Trustee

At Sparrow Family Office Consulting we serve as an exemplary additional resource to your team through concierge services and human capital expertise. Our services include but are not limited to:

• Helping family offices grow operations, improve technologies, expand business models, and increase return-on-investments
• Advising and creating the infrastructure for new family offices, establishing start-up operations, driving client development, and facilitating problem-solving and complex investment strategies
• Assisting with tax and regulatory compliance, income and estate tax planning, and philanthropic and foundation tactics
• Providing an unparallel degree of financial expertise and services including flexible, innovative deposit and lending solutions
• Managing investment managers and personnel recruitment, mentoring teams, and providing strategic direction for organizational structure
• Serving as CFO, COO, CIO and Independent Trustee in a temporary or permanent capacity, overseeing all administrative aspects