Family Office Group

Entrepreneurial Business Services

Are you finding it too hard to keep up with your personal finances; Paying bills, Reconciling Bank Accounts?

 
 

we have the systems in place to help

Waterford, in alliance with Waterford Solutions, Inc, provides the solution to organizing, tracking, payment and financial reconciliation of the day-to –day personal financial management and financial planning.

ready to start building?
 

Waterford acts as the family/company CFO

  • implementing personal budgets

  • spending plans and tax planning

  • functions in the role of bill pay and reporting

  • administers technology support

  • management of the knowledge base

  • compliance through internal controls