Family Office Services
Liz Stofenmacher is a Project Manager and oversees Bill Pay, Financial Reporting, and other Family Office Services (FOS) at AdvicePeriod. As a lead member of the team, Liz manages the relationships of all clients working with our Family Office team. She oversees the generation of all weekly, monthly, and quarterly client deliverables.
Prior to joining AdvicePeriod, Liz worked at Black Equities as Director of Finance and Operations. She managed daily business operations as well as personal, business and real estate financial reporting. Liz worked closely with banking and lending institutions, CPAs, outside investors, and vendors.
Liz received her Bachelor’s Degree from the University of California Los Angeles and her Master of Business Administration from the University of Southern California, Marshall School of Business.