Chief Financial Officer Support (CFO Support)
Audit the Course for a Flawless Balance
A Financial Framework for Clarity, Control and Confident Decision-Making. At significant levels of private wealth, financial complexity arises not simply from the number of assets held, but from the interaction between legal entities, banking relationships, investment portfolios, liabilities, major projects, multiple currencies and family expenditure.
Catamaran Family Office establishes an integrated, owner-side finance function aligned with the principal’s interests. We consolidate financial information, apply rigorous financial controls and coordinate the relevant parties, enabling the principal, family council and authorised representatives to receive a timely, consistent and decision-ready view of the family’s wealth.
We do not replace an existing CFO, accountants, auditors, tax advisers or asset managers. Instead, we bring their work together within a disciplined framework governed by the family’s mandate, priorities and reporting requirements.
Our Capabilities
Specialist Advisory
- Consolidated Reporting and Liquidity Control
We provide a consolidated view of assets, liabilities, bank accounts, cash flows and ownership structures across the agreed reporting perimeter.
Outcome: an Owner’s Dashboard, updated at an agreed frequency, showing available liquidity, future commitments, key exposures and material variances requiring the principal’s attention. - Financial Oversight of Projects and Assets
We provide independent, owner-side financial oversight for the development, acquisition and operation of property, private aircraft and yachts, as well as other capital-intensive assets and projects.
Outcome: transparent project economics, early identification of potential cost overruns and documented control over the deployment of capital. - Debt Advisory and Financing Architecture
We support the principal in assessing, preparing and comparing debt-financing options, coordinating the process with banks, legal counsel and tax advisers. Our involvement may extend from preparing a Borrower Readiness Pack to supporting negotiations with the credit committees of leading UK and international banks.
Outcome: a well-structured financing process, a stronger negotiating position and a solution aligned with the family’s wider wealth architecture.