Family Office
Integrated CFO, accounting, tax, and family-office counsel for families and closely held businesses navigating complexity, continuity, and long-term wealth.
CeFO is now part of Numera. The same senior team and personal attention, supported by the capabilities of the Numera network.
As businesses, investments, tax obligations, and family priorities become more interconnected, fragmented financial advice creates unnecessary risk. Effective stewardship begins with a unified view.
One team. One financial perspective.
A note from Bill Shenkin
“A family's balance sheet and a family's future are the same document. Most advisors only read one side of it.”
I've spent forty years as CFO to families and the businesses they own — closely held companies, global fitness chains, individual artists. Along the way I served as acting CFO for National Geographic's IMAX ventures and worked alongside the governor of Colorado on the financials that brought the Rockies to Denver.
The work doesn't change much: get the financial picture straight, then keep it straight through whatever comes next — growth, transition, sale, the next generation. Today I lead a senior team doing that work, with the full resources of the Numera network behind it.
Our services
Senior expertise across operating finance, tax, governance, and long-term wealth strategy.
Senior financial leadership aligned to the needs and complexity of the enterprise.
Coordinated tax planning for businesses, families, and complex ownership structures.
Integrated oversight across family capital, governance, succession, and legacy.
Experienced CFO support structured around the requirements of your organization.
Reporting, forecasts, and models designed around the decisions management and owners need to make.
Operating, tax, and family considerations assessed as part of one financial picture.
A defined onboarding process, clear responsibilities, and an actionable initial agenda.
Clarity before complexity. We begin with the financial picture as it is, then define what the organization requires next.
Global reach
At Numera, we pair the personal attention of a boutique firm with the resources of a global organization—local understanding, broader market insight, and specialized expertise across the organization.
Why work with us
CFO, accounting, tax, and family-office expertise brought together around a consistent financial strategy.
Recommendations reflect the family, the enterprise, its ownership structure, and the priorities that matter over time.
Direct access to senior professionals, supported by broader technical resources when the situation requires them.
They’ve taken so much off my plate—I finally have peace of mind and can focus on growing my business. They make the numbers simple, spot issues before they become problems, and keep us on track every quarter. In five years, I’ve never once worried about a mistake.Marsha Wilson — CEO & Co-Founder, ScaleSec
Partner with us
Speak directly with a senior member of our team about your current structure, priorities, and the areas in which coordinated financial leadership could add value.
Bill Shenkin, CPA
Family Office Practice Leader, Numera
More than 40 years as a hands-on CFO to high-net-worth families and their businesses — and the senior lead on every family-office engagement.
View Bill's profileOur office
8400 East Prentice Ave. Suite 1500
Greenwood Village, CO 80111
