While the search runs, the seat is held.
A family office whose finance seat has emptied has months of payments, closes and a quarter-end before the hire starts. The CFO Seat holds the seat by the month until that day, and ends on it.
$15,000 a month. Fixed for twelve months. Cancel any month. The same for every family. Starts within seven business days of the signed letter. Week one is the Controls Check. In English or Spanish.
A calmer search, and a hire who starts on a record.
1: A calmer search
The family is not choosing under a deadline, because the month is being run. The search takes the time it needs.
2: A hire who starts on tied-out books
On the first day, the new CFO receives the record: every entity, every account traced to a statement, the bank mandates as read, the schedule to date. The first month is not an excavation.
3: No competition for the role
ParetoAlpha does not take the seat it holds, and does not place anyone in it. The Seat ends the day the hire begins; a month of overlap, if the family asks for it, at the same price.
4: Nothing paid either way
No fee is paid for an introduction and none is taken. The family signs with ParetoAlpha directly, at the one published price, and the firm's fee is untouched.
What the hire inherits.
What the hire inherits is the family's: a record it can check without ParetoAlpha, kept in the family's own systems, with the fingerprint of every sealed page. The Seat leaves nothing the family has to migrate.
A seven-hundred-person firm keeps your books in its systems, in its format, and continues them with the next person it assigns. The Seat keeps them in yours, in a record anyone can re-derive without me, with every recurring task written down by day ninety. If I am out for a week, the office runs on the written procedures. If I am gone, the family holds the record, the procedures and the right to leave that month. Nothing of yours lives only in my head or on my machine.
Send the page. The family asks.
Send the family the Seat's page. The family requests it in its own name; nothing is asked of the firm, and the firm is named in the request only if the family names it.
The firm that introduces a family learns nothing about the engagement from ParetoAlpha. What the family tells it is the family's to tell. The twelve House Principles are printed on one page, dated.
A family office CFO, by the month.
Held by J.R. Barbieri, CFO to five family offices for eighteen years, for a few families at a time. $15,000 a month. Fixed for twelve months. Cancel any month. The same for every family.
It prepares no tax return, gives no tax, legal or investment advice, audits no financial statement, holds no money and releases no payment.