Helping Clients with Planning: - Monitor and direct the implementation of strategic financial plans; - Working with counsel on Estate planning, assisting family members; - Develop timelines and assist for clients implementation of estate plans. Helping clients with Financial Information: - Understand and mitigate key elements of the company's risk profile; - Construct and monitor reliable control systems; - Maintain appropriate insurance coverage; - Ensure that record keeping meets the requirements of government agencies. Helping Clients with Cash Management: - Monitor cash balances and cash forecasts; - Invest funds, through brokers, with owner approval; Helping clients with Special Projects: -Accounting clean up; -Forensic projects.
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Next Steps Family Office is a multi family office (mfo) based in Albuquerque, United States.
Next Steps Family Office is headquartered in Albuquerque, United States.
Next Steps Family Office focuses on Growth Capital, Long-Term Investments, Wealth & Estate Planning, Corporate Finance Consulting, Diversified Finance Consulting, Business & Administrative Services, Legal & Tax Services, Debt Management.
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