Capstone Lawrence’s Family Office Group delivers institutional-grade accounting, reporting, and governance solutions for family-owned enterprises, multi-entity holdings, and private wealth platforms. Acting as a fractional CFO and Controller partner, the team designs and manages financial infrastructure that promotes accuracy, transparency, and discipline across all family entities.
Our scope of Family Office solutions manages the financial backbone that supports multi-generational wealth and complex investment structures.
Our month-end reporting packages go beyond financial statements, integrating company results, portfolio performance, and investment analytics into a single dashboard view. This unified reporting model enhances transparency, informs strategic decision-making, and aligns all stakeholders on performance, liquidity, and compliance priorities.
Capstone also implements and optimizes ERP and financial systems to ensure accuracy, scalability, and risk management. All services are reinforced by our Policies, Procedures, and Internal Controls (PPIC) framework, ensuring consistency, audit readiness, and operational discipline across entities and jurisdictions.
Capstone Lawrence’s Family Office Group employs a disciplined, four-phase process designed to strengthen financial & investment reporting, streamline accounting & business operations, and embed sustainable corporate governance within the Family Office infrastructure.
Define objectives, accounting priorities, and reporting requirements; define & align stakeholders on key outcomes and operating cadence.
Conduct assessments of accounting practices, ERP systems, and reporting structures; identify performance gaps, weaknesses in internal controls and compliance and operational risks.
Translate findings into a comprehensive Family Office engagement plan addressing accounting, reporting, systems and governance needs. Creation of the Family Office Monthly Reporting Package covering FO financial performance as well as FO Investment Performance.
Implement Capstone’s Family Office engagement plan; collaborate with FO personnel to align implementation with day to day routines; conduct follow-up meetings with stakeholders to review, assess and create improvement actions.
Capstone Lawrence’s Family Office team combines Big Four accounting [active CPAs], Wall Street finance & treasury operations, and C-level leadership experience across organizations with revenues from $5M to $500M and/or assets under management exceeding $2 Billion.
We understand Family Office priorities—accounting precision, reporting clarity, and corporate governance discipline— all designed to preserve value, manage risk, and ensure generational continuity.
New York | Los Angeles | London | Singapore | Durban