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 /  About Us / Employees / Employee

Carol Alvarez

Director

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Overview

Based in the New York office, Carol A. Alvarez is a member of the Family Office Services group working closely with high-net-worth individuals and families, as well as their businesses.  As their primary contact, she reviews financial statements; prepares budgets; performs back office services; and serves as an intermediary with their other trusted advisors including attorneys, actuaries, investment managers, private bankers and insurance brokers.

 

As part of the Family Office concierge services, Carol also performs special project work for clients.  She has interviewed and hired household staff including nannies, chefs and administrative assistants; monitored car collections for insurance, registration and transporting between locations; arranged financing for mortgages; oversaw household construction budgets; sourced appraisers to value estates; and analyzed trading activity for security transactions.

 

Additionally, Carol is responsible for the daily administration of the department including the management and training of staff members.

 

Carol has nearly 30 years of accounting and auditing experience.  She joined the company in 1983 and was assigned to its Audit department.  There she supervised the audit, review and compilation engagements for private and public companies in various industries.

Education

  • Bachelor of Business Administration, Accounting, Pace University

Professional Designations

  • Certified Public Accountant, New York

Professional Memberships

  • American Institute of Certified Public Accountants
  • New York State Society of Certified Public Accountants

Associated Offices

New York - CBIZ MHM, LLC - New York 1065 Avenue of the Americas
11th Floor
New YorkNY  10018
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