Client Testimonials

 We pride ourselves on building strong, collaborative relationships with our clients, becoming a seamless extension of their team. If you're interested in hearing about our services firsthand, we can arrange a confidential conversation with one of our clients. 

We have worked with several outsourced family office accounting service providers, but none have matched the level of expertise and professionalism we experienced with FWO. Their deep knowledge of our investment software and tailored approach to our needs made a significant difference in the accuracy and efficiency of our financial reporting. They quickly understood the complex structure and provided valuable insights that we hadn't received from previous firms. We highly recommend FWO for their exceptional service and unmatched expertise in family office accounting.

We found FWO as we neared year 3 of our implementation and without their expertise and dedicated support, I don’t think we would have been able to successfully complete our implementation. We are a large and complex enterprise (roughly 600 entities) and FWO was able to give us the unique support and guidance that we required to ensure that our entire enterprise was set up to achieve our internal and client needs. FWO demonstrates the options that are available within your software of choice but more importantly they review and explain the outputs that are produced from whichever option you chose. FWO gave us the extra resources that we needed to catch up by allocating their team to us when we needed but they also took the time to train us so that we could become better users of the software ourselves 

 I have worked with Cori for 7 years in varying capacities. Through all the years she has been an incredible business partner. Cori started her own firm about 5 years ago and at that time we decided to take accounting in-house. Cori was essential to that transition. She prepared training materials, led training sessions, designed the transition plan and fully supported us through the process. As we’ve continued to grow, Cori has been a great resource for us. She’s been willing and able to jump in wherever needed to ensure our accounting stays on track.”