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Chief Sentinel
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Recent Updates
NEWS
New Tax Laws: FinSight Provides Insight
Publish Date: July 15, 2023
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Tax Consultation
Reviving Businesses Post-Pandemic: FinSight's Crucial Role
Publish Date: June 30, 2023
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Business Restructuring
Investment Trends 2023: A Report by FinSight
Publish Date: June 1, 2023
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Investment Consulting
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Our Expertise
SERVICES
Using AI to get the big picture
Use technology to get answers to the questions you want quickly and accurately
01
Risk Management
Mitigate potential threats and ensure long-term stability.
02
Investment Consulting
Empower your investment decisions with our industry-leading insights.
03
Tax Consultation
Effective strategies for optimized tax management and compliance.
04
Business Restructuring
Reshape your business for the dynamic market environment.
05
Mergers and Acquisitions
Seamless transition support for strategic growth.
06
What makes Chief Sentinel different
ABOUT US
- •Purpose-built for operations (not a feature of another platform)
- •Mobile-first for a distributed family office model
- •Workflow automation that saves 10+ hours/week per family office staff member
- •Network effects as advisors see value in communicating through platform
- •Switching costs increase as more advisor relationships and institutional knowledge live in platform
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Chief Sentinel
Your single point of coordination for all family office operations
A service that brings order, visibility, and accountability to the web of advisors serving a family or family office — creating a single, coherent view of who does what, how they're compensated, and how they interact.
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Virtual chief of staff
Unified portfolio view
Vendor Management
Single point of coordination
Operational Dashboard