Centurion Family Office Services

Discretion and discipline for the family enterprise.

Centurion is an outsourced controller group for family offices, providing the bill pay, bookkeeping, and bespoke reporting that complex family structures and estates require, handled with the confidentiality your family's affairs deserve.

Why Centurion

Built for complex financial lives.

A family's financial life often spans operating companies, investment partnerships, trusts, and real estate, each with its own accounting, reporting, and administrative requirements.

Centurion handles the day-to-day financial operations behind these structures: disciplined processes, accurate books, and the discretion of a team that treats every family's information as strictly confidential. The result: leadership gets a clear, reliable view of the family's complete financial picture, without another party in their business.

What We Do

Bill pay, bookkeeping, and reporting, handled.

Bill Pay & Cash Management

Timely, controlled payment of obligations across entities and households, with documented approvals at every step.

Bookkeeping & Accounting

Accurate, current books for every entity and estate, maintained and reconciled by experienced professionals on a monthly close cycle.

Bespoke Reporting & Dashboards

Customized reports and dashboards for every family, built around their specific entities and priorities.

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Who We Serve

Trusted by family offices and the advisors who serve them.

Single & Multi Family Offices
Investment Advisors & RIAs
Successful Entrepreneurs
Trust Companies
Private Foundations
CPAs & Tax Advisors
Estate Attorneys
Business Owners in Transition

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Begin a conversation.

We welcome the opportunity to learn about your family's needs and discuss how Centurion can help.

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