Operational and financial leader as CFO / COO who transforms Single Family Offices into efficient enterprises that actualize long term objectives. Known for driving 50x financial results and peace of mind for asset protection and growth by simplifying and optimizing business systems and operations while maximizing investable cash. Curious problem-solver passionate about the impact of innovative technologies on financial investments, operations, and business outcomes.Extensive experience working effectively with multiple stakeholders, including:• Single & Multi-Generation Family Office Principals• Serial Entrepreneurs and Business Owners • Next Generation UHNW and Investors• Family Foundations and Trusts• Private Equity, Venture Capital Funds and Real Estate companies Expertise in:• Strategic, business and succession planning• Asset management and managing portfolio companies • Team accountability and aligning partners, stakeholders and professional staff• Multi-Generation family dynamics, personal assets and household management• Cash Flow management, budgeting, liquidity and partnership accounting• Operating process systems, internal controls- Training the next generation and Exit planning