DFO Streamlines Its Family Office Accounting Practice

May 3, 2018 Andrew Sevillia


Providing accounting and wealth management to high net worth individuals, DFO has grown from a two-person startup into a thriving Family Office. Family offices are private wealth management advisory firms that serve ultra-high-net-worth investors. They are different from traditional wealth management shops in that they offer a total outsourced solution to managing the financial and investment side of an affluent individual or family. QuickBooks and Excel couldn’t keep pace with DFO’s growing complexity and its focus on superior client experience. Read more >

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