Financial Management Services

Services For High Net Worth Families

  • Serve as trusted family advisor and work with the advisory team
  • Instigate team meetings to establish goals and objectives, follow-through
  • Direct attorneys, CPAs, and financial planners
  • Manage finances – short- and long-term
  • Philanthropic gift planning based upon family’s objectives (personal and business)
  • Follow up on philanthropic gifts, budgets and tax reporting
  • Oversee large home and office remodeling and construction
  • Coordinate event fundraisers large and small (from Monica Selles to President Barack Obama)
  • Manage cash flow and liquid/non-liquid assets for large projects
  • Support first-generation wealth’s objectives; educate second, third and fourth generations as well as involved extended family
  • Profit/loss and reporting
  • Meet with clients under tight availability amidst their travel/business obligations
  • Direct digital and traditional marketing for their related businesses (see marketing section)

Services for Small Businesses

  • Business restructuring
  • Business plan and strategy consulting
  • Profit/loss tracking and financial guidance
  • Sales generation/customer service
  • Event Management – budgets, ticket sales, logistics, and final cost review
  • Office Management – office procedures and policies, efficiencies
  • Digital and traditional marketing for related businesses (see marketing section)
  • Recruitment/HR consultation

Book Publication

This is when financial and project management is crucial. Kristi managed a four-month publishing deadline for the book TESTED: How Twelve Wrongly Imprisoned Men Held Onto Hope,  interfacing with the author, Dallas County District Attorney, Federal Government officials, and investor. Her responsibilities included but were not limited to:

  • Scheduled interviews and recordings.  Oversaw delivery of interim work product of writers, editors, designers, and photographers to meet deadlines.
  • Cost analysis of publishing, COGS, ROI, and recommendations
  • Managed national and local publicists for book launch strategy
  • Supervised press releases
  • Identified, coordinated and secured required legal releases and contractual agreements from 26 individuals featured in the book. Required interfacing with multiple agencies, individuals and law officials.

Current and former clients include

Kristi and Dr. Thornwell (Tripp) Parker III Mohs Skin Cancer Surgeon
Dr. Thornwell H. Parker III and Kristi Kerr Leonard reviewing financial statements.
Tested How Twelve Wrongly Imprisoned Men Held Onto Hope
TESTED: How Twelve Wrongly Imprisoned Men Held Onto Hope

Tested The Exonerees

Discover more about Kristi Kerr Leonard’s past and present endeavors: visit her LinkedIn.