Home Life Insurance Cambridge Rolls Out ‘Private CFO’ Service for Rich Shoppers

Cambridge Rolls Out ‘Private CFO’ Service for Rich Shoppers

Cambridge Rolls Out ‘Private CFO’ Service for Rich Shoppers


Cambridge Funding Analysis has launched a brand new outsourced private chief monetary officer service for rich purchasers. With the brand new providing, Cambridge goals to attach its 3,800-plus unbiased monetary professionals and their purchasers with the monetary administration experience of a veteran CFO.

The rollout of the brand new providing comes a few 12 months after Cambridge launched its personal consumer options group. The group brings collectively assets and experience associated to funding administration, insurance coverage, cash-flow administration, tax planning, wealth safety and different main points within the high- and ultra-high-net-worth consumer segments.

By the enlargement, monetary professionals will be capable of select from a customizable menu of providers for his or her purchasers which incorporates month-to-month family bookkeeping providers, digital invoice funds, funds preparation and evaluation, and extra choices.

By outsourcing these duties to a seasoned CFO, monetary professionals ought to be capable of uncover helpful insights right into a consumer’s family financials and display their dedication to holistic planning, in response to the unbiased broker-dealer.



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