CFO Services

     Real Estate and Personal Property Management services involve comprehensive oversight and strategic planning for clients' real estate investments and personal property. This includes property acquisition and disposition strategies, rental management, lease negotiations, maintenance supervision, and asset optimization to maximize property value and financial returns. Sunstone Family Office ensures proactive management and enhancement of clients' real estate portfolios, tailored to their investment goals and personal preferences. 

     Private Banking Coordination services involve personalized banking services tailored to high-net-worth individuals. This includes facilitating banking relationships, managing accounts, coordinating investment strategies, quarterbacking wire transfers, and providing customized financial solutions to meet clients' unique financial goals and preferences. Sunstone Family Office ensures seamless coordination and comprehensive oversight of clients' financial affairs to achieve long-term financial success. 

Account Aggregation services enhance holistic financial oversight by consolidating and presenting a comprehensive view of clients' bank accounts, investment portfolio and insurance policies into a single report. Clients are empowered with the information and tools they need to take control of their finances, optimize their resources, and achieve their financial goals more effectively. 

     Cash Flow Analysis services provide a comprehensive examination of income, expenses, and liquidity to optimize financial stability and growth. We identify key patterns and potential gaps, offering tailored strategies to enhance cash flow management. This proactive approach ensures clients can meet both short-term needs and long-term financial objectives. By aligning their cash flow with their wealth goals, we empower clients to make informed, strategic decisions for the future.