Your single point of coordination for all family office operations
A service that brings order, visibility, and accountability to the web of advisors serving a family or family office — creating a single, coherent view of who does what, how they're compensated, and how they interact.
Virtual chief of staff
Unified portfolio view
Vendor Management
Single point of coordination
Operational Dashboard
ABOUT US
What makes Chief Sentinel different
- •Purpose-built for operations (not a feature of another platform)
- •Mobile-first for a distributed family office model
- •Workflow automation that saves 10+ hours/week per family office staff member
- •Network effects as advisors see value in communicating through platform
- •Switching costs increase as more advisor relationships and institutional knowledge live in platform
SERVICES
Our Expertise
01
Using AI to get the big picture
Use technology to get answers to the questions you want quickly and accurately
02
Risk Management
Mitigate potential threats and ensure long-term stability.
03
Investment Consulting
Empower your investment decisions with our industry-leading insights.
04
Tax Consultation
Effective strategies for optimized tax management and compliance.
05
Business Restructuring
Reshape your business for the dynamic market environment.
06
Mergers and Acquisitions
Seamless transition support for strategic growth.
NEWS
Recent Updates
New Tax Laws: FinSight Provides Insight
Publish Date: July 15, 2023
Reviving Businesses Post-Pandemic: FinSight's Crucial Role
Publish Date: June 30, 2023
Investment Trends 2023: A Report by FinSight
Publish Date: June 1, 2023
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