Family Offices & Institutional Investors

Fractional CFO & Controller for Family Offices and Institutional Investors

Family offices managing nine-figure alternative investment portfolios need financial leadership that matches the sophistication of their investments — without the overhead of a full institutional finance team.

I served as Controller for Luzich Partners, a Las Vegas-based family office with nine-figure assets under management. I oversaw liquidity management and comprehensive financial reporting across a diverse portfolio of international and domestic strategies including private equity and real estate. I managed bulge bracket banking relationships and led the implementation of a new multi-entity accounting system.

My institutional research background — covering public companies across gaming, real estate, retail, and technology — means I understand how sophisticated investors think about capital allocation, valuation, and portfolio risk. I bring that same analytical framework to the family offices and institutional investors I serve.

What I provide for family offices and institutional investors:

• Liquidity management and cash reporting

• Multi-entity financial consolidation and reporting

• Alternative investment accounting — private equity, real estate, international strategies

• Banking relationship management

• Accounting system selection and implementation

• Controller and CFO-level oversight on a fractional or project basis