Family Office Services

Burgher Haggard provides: 

• Enterprise-Level Technology

  With Burgher Haggard, clients get access to the enterprise-level software and reporting solutions that come with economies of scale. We leverage the best of breed technology to provide a solution with data backups via snapshots, clustering, and geographic redundancy (multiple Tier 1 providers) to provide the highest possible uptime. Our clients have unlimited access to a secure online portal to view reports, files and accounting backup records. 

• Financial Administration and Document Management

  Our suite of financial administration services include, but are not limited to:

  • P.O. Box and Mail Management
  • Bill Pay
  • Multiple Home and Land Expense Tracking
  • Deposit Services 
  • Investment Tracking and Portfolio Aggregation
  • Oil & Gas Interest Tracking 
  • Private Foundation Accounting
  • Brokerage Statement Reconciliation 
  • Bank Statement Reconciliation
  • Credit Card Categorization
  • Payroll Administration
  • Non-financial family Document Management
    
    

• Financial Reporting

  Gain access to everything you need in one portal, including financial statements, investment reports, and custom managerial reporting. Our team uses enterprise-level technology, such as Microsoft Dynamics GP Accounting and Solver BI360 Reporting Suite. We offer consolidated, drill-through reporting across multiple family properties, trusts, and/or investment entities for a bigger financial picture.  Reporting can include, but is not limited to:

  

  • Balance Sheet
  • Income Statement
  • Cash Flow Statements
  • Rolling 12-Month Reports
  • Consolidated Entity Reports
  • Trending, KPIs, Dashboards
  • Asset Allocation
  • Charitable Giving Reporting
  • Investment Commitments vs Contributions by Deal
  • Investment Performance Reports
  • Detailed Holdings Reports
  • Annual Financial Summary Binder

   

• Tax Services

  Burgher Haggard offers a full-service tax practice to meet all your personal and business tax needs. So whether you need tax return preparation, help to minimize taxes, or consultation on how best to structure transactions, Burgher Haggard has you covered. Learn more about our Tax Services. 

Clint Haggard

• Learn More About Clint

  For the last 20+ years, Clint has served as CFO and Trustee for various private individuals and family groups. Clint comes from two 1850s Texas families that both continue to control assets at a group level. From the financial and non-financial experiences with his family, as well as others over the years, Clint has progressively increased his role in educating and helping families with the non-financial aspects of preserving assets and family unity across generations. Clint has a BBA in accounting and finance from Tarleton State University and an MBA from Texas Christian University.

Fred Closuit

• Learn More About Fred

  Fred brings over 18 years of management experience to his role at Burgher Haggard.  Having trained as a petroleum engineer, his background brings a unique perspective to the family office services group. Along with his work in his family office, he has both managed a privately held oil and gas company and run an oil and gas consulting practice.  Fred’s keen attention to detail and deep understanding of private business operations, investments, and family office dynamics make him an asset to both the firm and its clients. He holds a BS in Engineering Science from the University of Texas at Austin.

• Learn More About Christina

  Christina started her career with PricewaterhouseCoopers where she worked in the Transaction Services and Audit groups handling corporate acquisitions, divestitures, and technical accounting for Fortune 500 companies. She then worked at Invesco Real Estate, a multi-billion-dollar real estate investment manager, in financial reporting and fund accounting. Christina served as a Controller in the Private Wealth group at Burgher Haggard before becoming the Managing Director of Family Office Services. Christina has a Masters of Accounting from the University of North Carolina at Chapel Hill and is a Certified Public Accountant.

   

Bethany Gee

• Learn More About Bethany

  Bethany has more than two years experience as a budget analyst in governmental accounting. She has a diverse background including accounts payable, general accounting, payroll, and human resources with construction and manufacturing companies. Bethany graduated from Southern Arkansas University with a BBA in Accounting.