Your time has value. Stop spending it managing attorneys, accountants, and home services providers. Let me do that for you.
Request an IntroServing Greater Cincinnati, Southern Ohio, and Northern Kentucky. By referral only.
I have spent twenty-five years leading teams, running finance operations, and bringing order to complicated situations — including five and a half years as Director of Finance and Administration for a private family office.
That work looks like multi-entity accounting, multi-state payroll, portfolio and financial analysis, annual trust valuation, tax planning, and RIA compliance. It also looks like knowing which contractor to call at nine on a Sunday night, and making sure the attorney, the accountant, and the wealth advisor are all working from the same set of facts.
I have worked inside a trust and estates law firm, built finance functions from nothing at venture-backed companies, led a team of twenty-nine with zero turnover, and run my own award-winning business. What connects all of it is the same instinct: find the friction, absorb it, and hand back a calendar with nothing urgent on it.
I am based in Cincinnati and I work with families across Greater Cincinnati, Southern Ohio, and Northern Kentucky. That is deliberate. This work requires walking a property, sitting across a table from a contractor, and being in the room when it matters — none of which happens well from another time zone.
I am not a wealth manager and I do not sell financial products. I am the person who makes sure the people you already trust are pointed in the same direction — and that nothing falls through.
I have 25 years of experience as a Finance Manager for families, firms, and even high-growth startups. I can tell you exactly where your money is going, and I can help you make a plan to maximize your impact. I am QuickBooks certified and have extensive experience in complex multi-entity accounting.
You probably own property. That property probably needs work done, or else you have a vision for the property that you haven't quite reached yet. That's going to take a lot of time, energy, and a phalanx of service providers. I have managed repairs, restorations, new construction, and domestic staffing needs on over $300 million worth of residences, and I come with my own network of vetted providers with experience in homes just like yours.
I work directly with you and your existing attorneys, accountants, and financial planning professionals. No one will ever be "waiting on you" again. If you need a new service provider, I have an extensive network of over 100 trusted professionals who can step in at a moment's notice.
A family office runs on information that does not belong in the world: what you own, what you owe, what you are planning, who is in the family and what is happening to them. Handling that well is not a feature of this work. It is the work.
No testimonials, no logos, no case studies, no "families I've worked with" section — not because there is nothing to show, but because showing it would be the first breach. The families I have worked for are not named here, and yours would not be either.
I do not disclose who I work for, past or present — not in marketing, not in conversation, not to other clients. New engagements come by referral precisely so that nothing needs to be advertised.
Vendors, contractors, and staff receive the minimum information required to do their jobs. Your roofer does not need to know your net worth.
Every engagement begins with a mutual confidentiality agreement. I sign NDAs with the household staff and outside providers I bring in, and I am comfortable working under your counsel's paper rather than mine.
Financial records, entity documents, and personal information stay in access-controlled systems with two-factor authentication and a documented retention policy. Nothing lives in a personal inbox or on an unencrypted laptop.
I coordinate your attorneys, accountants, and advisors, which means I decide what each of them actually needs to see. Information moves on your authority, not on convenience.
You are not handing your affairs to a firm with turnover and junior staff. I do the work myself, which means the number of people who ever see your information stays very small.
Twenty-five years across private family offices, trust and estate law, high-growth finance, and operations leadership.
Working directly with a small number of ultra high net worth families on the whole of their private affairs: multi-entity accounting and reporting, property and construction projects, domestic staffing, and coordination of the attorneys, accountants, and advisors already in place. A few families at a time, by referral only.
Built business operations for a venture-backed company ahead of its Series A: AP, AR, budget and forecast for investor reporting, SOC 2 Type 2 and HIPAA compliance, and payroll and benefits administration across seven U.S. states and four countries.
First finance hire, then promoted to lead the Claims department. Built and ran a 29-person remote team with zero turnover, brought every claims queue current for the first time in company history, and partnered with legal and compliance across 44 states.
Financial operations across multiple entities for a private family office in Cincinnati. Multi-entity AR/AP, multi-state payroll, financial and portfolio analysis, capital preservation, annual trust valuation, annual tax planning, and RIA compliance. Maintained the family's relationships with outside counsel, accounting firms, and Family Office Exchange resources.
A law firm representing privately held businesses in contested tax, trust, and estate matters, as well as tax planning, estate planning, and probate and trust administration. Ran finance, monthly close, year-end tax planning, payroll, and partner support.
Bought, grew, and sold a small business — increasing sales 60% in nine months while cutting expenses 12%, and named Business of the Year by the Newport Business Association. Later managed hiring, coaching, and P&L for 65+ employees across three high-volume restaurants.
Coordinated logistics for coal purchases and sales across barge, rail, and truck, and managed freight contracts, billing, collections, customer shipments, and government contract reporting.
Put my career on hold to raise three children. They have gone on to build things, start companies, and make music. They turned out OK.
Directed year-round coordination of the annual Bridge Day Festival, leading a team of 250 volunteers and 350 vendors, and managed hiring, recruiting, scheduling, and staffing budgets.
QuickBooks Certified · Multi-entity and multi-state accounting · University of Cincinnati · TD Ameritrade Institutional Training Program
An introductory call, usually through the person who referred you. No documents, no questionnaires — just what is on your plate and what you would like off it.
Entities, accounts, properties, advisors, obligations, and open items. Most families have never seen all of it written down in one place. You will.
Books current and reconciled, reporting you can actually read, deferred property work scoped and scheduled, and every advisor aligned on the same plan.
A regular rhythm of reporting and check-ins, and a single point of contact for everything else. You stop chasing. I handle it and tell you when it's done.
A good fit
Not a fit
A family office manager runs the business of a family's private life. In practice that means keeping the books across every entity and trust, paying the bills and the household staff, managing property projects and the contractors who execute them, and coordinating the attorneys, accountants, and financial advisors the family already works with so that nothing sits waiting on the family to move it forward. It is an operating role, not an advisory one. The measure of the job is how few decisions reach the principal's desk that did not need to.
A wealth manager invests your money. A family office manager runs everything around it. Wealth managers are licensed to select and manage investments and are typically compensated on assets under management. A family office manager holds no assets, sells no products, and makes no investment recommendations — instead handling accounting, reporting, property, staffing, bill payment, and advisor coordination. Most ultra high net worth families need both, and the two roles work alongside each other. Rebecca Smith does not manage investments and does not accept compensation from any advisor or vendor.
Yes. Building a single-family office typically means hiring a staff and carrying that overhead permanently, which many families with significant but not institutional wealth find hard to justify. A fractional or outsourced family office manager gives a family the same function — one accountable person running finance, property, and coordination — on a part-time, ongoing basis. Rebecca Smith served as a fractional Director of Finance and Administration for a private family office in Cincinnati for over five years, and now works this way with a small number of families at a time.
The usual trigger is not a dollar figure. It is complexity. Families tend to reach for this help when assets sit across multiple entities and trusts, when there is more than one residence with work underway or deferred, when household or domestic staff need to be hired and paid properly, or when the family's attorneys, accountants, and advisors have started duplicating each other and waiting on the principal to reconcile them. If a meaningful part of the week is spent managing service providers rather than living, the function is already needed — it is simply being performed by the family.
Most family office support in Greater Cincinnati comes from multi-family office firms, trust departments at regional banks, and the family office practices attached to large accounting and wealth management firms. The independent alternative is an individual who takes the role directly. Rebecca Smith is a Cincinnati-based family office manager working with families across Greater Cincinnati, Southern Ohio, and Northern Kentucky, including Hyde Park, Indian Hill, Mariemont, Terrace Park, Wyoming, and Northern Kentucky. She works with only a few families at a time and takes new engagements by referral.
Every engagement begins with a mutual confidentiality agreement, and Rebecca is comfortable working under your counsel's paper rather than her own. She signs NDAs with the household staff and outside providers she brings in. Vendors and contractors receive only the information required to do their jobs. Financial records and personal information stay in access-controlled systems with two-factor authentication and a documented retention policy. There is no client list on this site, no testimonials, and no logos — the families she has worked for are not named publicly, and yours would not be either.
By referral, in almost every case. The best introduction comes through your attorney, your accountant, or a current or past client — that path is how the work has always come, and it is part of how confidentiality is maintained on both sides. If a referral is not available, the inquiry form on this page reaches her directly. Because she works with only a few families at a time, availability is limited and the first step is always a conversation rather than a proposal.
To maximize my impact, I work with only a few ultra high net worth families at a time. I work by referral only, so the best way to reach out to me is through your attorney, accountant, or a current or past client. If that is not possible, please fill out the form below and let me know how I can help.