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Serving Growing Single-Family Offices

Outsourced CFO & Accounting Solutions for Family Offices

Managing a family office presents unique challenges and complexities. These challenges, if not addressed, can reduce family wealth, jeopardize family unity or derail the family’s legacy. 

CREST CFO frees family offices from focusing on bookkeeping accounting tasks, so they can spend time focusing on their investors, investments, and growing (and protecting) the firm.

CREST CFO's Services are tailored to meet the needs of Family Offices like yours

Our team offers a variety of ongoing finance & accounting services to support your office and help you make better financial decisions.

Budgeting & Forecasting

Controller Services



Expense management


CREST CFO is a part of the Compass CFO Solutions family of companies.
CREST CFO's sister company, RIA CFO, is the leading provider of CFO services to the RIA industry.

In addition, HERO CFO handles the CFO needs of YOUR clients, investments, and HNW households. HERO CFO is designed to make you the HERO!

Learn more here:

Jim DeCota, Enso Wealth Management

“Having Matt and his team helping with our finances has been one of the best business decisions I've made.”
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