As the founder, you perform an executive financial role that no one has formally defined. You see the operating business, investments, liabilities, taxes, trusts, estate plan and family needs as parts of one system. You decide which risks are worth taking, how much liquidity to maintain, where new capital should go and which recommendations from outside advisers actually fit. Other people may prepare returns, draft documents, manage accounts or administer entities. You make the tradeoffs and remain responsible for the combined result.
