Solutions

Outsourced CFO

Woodfield can provide outsourced CFO services to fund managers, family offices, institutional investors and other investment related entities. Our long experience as an administrator to a wide variety of fund types, strategies and structures makes us ideally suited for this function.

Examples of functions that may be outsourced include:

  • Assistance with structuring and fund launch
  • Review of financial reports provided by a fund administrator
  • Supervision of operational staff
  • Audit management
  • Preparation of the initial draft of the annual report
  • Management company accounting
  • Investor services oversight
  • Trade capture and reconciliation
  • Support for operational personnel

Services

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