Private Consultation
Private Wealth & Corporate Advisory

Strategic
Structures Enduring Legacies.

A private CFO platform coordinating corporate finance, family business, and owner wealth, turning complexity into clear, lasting decisions.

Two Pillars, One Platform

Everything an owner needs inside and outside the business.

Who We Are

Your Personal CFO for the business, and the family behind it.

Personal CFOs is a private advisory platform for business owners and their families. We sit on your side of the table, coordinating corporate finance and private wealth so that every major decision, from a transaction to a succession, moves forward with clarity.

We exist to give owners a single, trusted point of view across two worlds usually handled separately: the value you build inside the business, and the wealth and legacy you protect outside it.

DiscreetIndependent Owner-alignedCross-generational
More about usCompany brochure (PDF)Company Profile presentation
Pillar I: Corporate

Corporate finance, coordinated end to end.

From ownership transitions to capital markets, we prepare, structure, and steer the transactions that define your company's future.

Outsource CFO

Listed company CFO leadership, exactly when your business needs it.

We place a seasoned CFO inside your business to take ownership of the financial matters that shape your next stage, and see each one through to completion. You gain senior judgement, clear numbers and a steady hand, sized to what your business truly needs.

Budsabong Pansawadi, Personal CFOs
Led by

Budsabong Pansawadi

CPA · CFP®

A former PwC audit manager for listed companies, Budsabong has served as CFO of public companies across real estate, utilities, technology and hospitality, raising over 3.5 billion baht and leading SAP and NAVISION implementations and post-deal financial integration.

When to bring in an Outsource CFO

01

Growth has outpaced finance

Revenue, entities and transactions have multiplied, but reporting and controls have not kept up.

02

Preparing to raise capital

Banks, investors or the road to IPO need numbers, projections and a story they can rely on.

03

A major deal or decision ahead

An acquisition, a sale, a new investment or a group restructuring needs CFO judgement at the table.

04

The finance seat is changing hands

Your finance head has moved on, or the next generation is taking over, and the function needs steady leadership.

What your Outsource CFO takes on

Financial direction and planning

Budgets, forecasts and cash flow plans tied to your business strategy.

Reporting you can act on

Management reports and KPIs that show the true picture of the business every month.

Accounting systems and controls

Review, redesign or implement accounting systems and finance workflows to a standard auditors trust.

Funding and banking relationships

Prepare credit packages, structure funding and lead conversations with lenders and investors.

Deal and investment support

Feasibility, valuation input, due diligence and financial integration after closing.

Governance and board reporting

Board level financial reporting, tax oversight and readiness for auditors and regulators.

Three ways to engage

01

Mission engagement

One defined financial mission, such as a funding round, a system overhaul or a key deal, led from start to finish with clear scope and timeline.

02

Monthly stewardship

Ongoing CFO leadership with a regular rhythm of reviews, reports and decision meetings, scaled to your business.

03

Transition leadership

Steady CFO leadership while you recruit, hand over, or prepare a new finance head or the next generation to take the seat.

Pillar II: Family Business & Owner Benefits

Protecting the wealth the business creates.

Personal wealth, tax, and family governance, structured so your success outlives every market cycle and generation.

Pillar III: Personal Intelligent Office (PIO)

Family office capability, without the family office overhead.

We integrate technology into the way you run your owner office, connecting information, documents, routines and people, so nothing depends on memory or on one key person.

The owner office pain points we close

01

Scattered information

Bank apps, broker statements, spreadsheets and chats that never add up to one picture.

02

Key person dependency

Critical knowledge lives with one secretary or one family member.

03

Missed deadlines

Tax filings, premiums, licences and renewals tracked from memory.

04

Privacy exposure

Sensitive family documents shared over chat groups and personal email.

Insights

From our Insights

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Start a Conversation

Let's structure your legacy.

A confidential, no-obligation conversation about your business, your family, and what comes next. Tell us a little, and we'll be in touch.

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