Family Office Services

Dorian A. Vergos & Company’s Family Office Services was created to provide our high-net-worth clients with a high quality, individualized service that was customized to meet the challenges regarding their individual and business finances. We provide a multitude of services to meet these needs and are proactively involved in the internal management of our client’s financial records. Our goal is to reduce the amount of time you would spend maintaining your personal and business accounting and financial books and records and to allow you to devote more of your time to career, family and lifestyle. We can act as your personal CFO.


Accounting and reporting

  • Processing Bills & Invoices for Payments:
    • Approval Process
    • Credit Card Approval
    • Daily Account Monitoring
    • Monthly, Quarterly & Annual Reporting
    • Transaction, Vendor, Account Reporting
    • Budget versus Actual Reporting
    • Credit Card Coding
    • Miscellaneous Services
  • Customized reports to meet your individual/company’s needs, including monthly bank reconciliations
  • Personal Financial Statements
  • Assistance in Preparing Cash Flow Budgets
  • Monitoring Net Worth
  • Cash Flow Projections
  • Capital Call Funding and Reporting
  • Distributions Receipt and Reporting

Other Specialized Services

  • Payroll Administration for Household Help and Other Employees including Coordination of Health Insurance and other benefits
  • Complete Subscription Documents for new investments
  • Concierge Services for Family
  • Private Jet Chartering
  • Property Management