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Private Wealth Services

Private Wealth Financial Administration and Reporting

 

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Clear Financial Reports

so you know what you own and how it's doing

Financial Administration

for your peace of mind

Outsource Key Personnel

so you can focus on priorities

You deserve more time to focus on what you do best.

 

You have unique challenges when it comes to understanding your financial position — keeping up with complex financial reports, paying bills, tracking expenses, managing documents, and more. You should be able to delegate these time-consuming tasks to trusted experts.

Partner with us for private wealth financial administration and reporting, so you can focus on your most important priorities. As a team of seasoned professionals, we aim high to simplify your day-to-day. See our comprehensive list of private wealth services below.

 

SCHEDULE A CONSULTATION

Portrait of an extended family with their pet dog sitting at the park

 

 

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:

    Reports
    • 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

     

  • Consulting

    Continuity and Succession Planning

    Whether you have just had a liquidity event, are thinking of creating a family office or have an established family business or family office, facilitated discussions with the next generation are helpful for eventual succession. As objective advisors, we use the knowledge acquired from working with other families to help facilitate discussions and to present the appropriate questions to determine the purpose for the wealth, a vision for the future, and a mission for the family firm. As a non-family member, we are able to ask the tough questions and identify problem areas that family members may not realize. Involving BURGHER HAGGARD allows the family to engage in necessary and beneficial discussions in a safe, directed forum.

    Governance, Family Councils, and Board Creation

    BURGHER HAGGARD helps families form and implement an appropriate governing body.

    Governance consulting includes facilitating discussions about creating family policies, which allow family members to engage in business together while avoiding potential pitfalls.

  • 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. 

 

Meet the Private Wealth Leadership Team

Clint Haggard company portrait

Clint Haggard

Managing Member, Director of Family Continuity Planning
  • 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.

Christina Ryan company portrait

Christina Ryan

CPA - Managing Director of Family Office Services
  • 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 company portrait

Bethany Gee

Controller
  • 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.

Lori Miller company portrait

Lori Miller

Client Service Manager, Controller
  • Learn More About Lori

    Lori has a strong background in financial reporting and partnership accounting. She has held positions as General Accounting Manager and Planning Manager for a large retail chain as well as Supervisor in a local CPA firm. She has also worked as an independent consultant for a multi-billion dollar private equity firm during a system implementation. Lori has a BBA in accounting from Texas A&M University and has been with BURGHER HAGGARD since 2009.

 

Want to learn more about our services?

Dive into one of our blogs below, brought to you by our best-in-class team of financial administration professionals.

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The Cost of Internal Team vs. Outsourcing Financial Administration

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