Every Great CEO Needs a Great CFO. And that’s where we come in. For the past decade, we’ve been serving clients in New York and around the United States, understanding their needs and wants while simultaneously helping to manage their financial trajectory towards their aspirations. So regardless of your lifestyle, stage in life, or future goals, we help collaborate and develop specific strategies, customizing our team approach around you – aspiring to be your personal CFO. And that’s really just the beginning.
Alignment with Guiding Principles
At the Council for Inclusive Capitalism, we invite companies of all sizes, industries, and geographies to champion our Guiding Principles for Inclusive Action and demonstrate how they contribute to meaningful change. To ensure alignment with our principles, our members are assessed by at least one reporting body, sustainability-related certificate, benchmark, rating agency or similar organization.
