You review the business.
Review the life it is building.
Hugo gives founders and business owners a personal balance-sheet view across company interests, investments, property, cash and debt.
Business success can hide personal concentration.
When income and wealth depend heavily on one company, understanding the rest of your financial position becomes even more important.
Include private business value.
Track a private company or other illiquid interest alongside the assets that do not live on a brokerage statement.
See personal liquidity clearly.
Separate valuable but illiquid holdings from the cash and investments available for real-life decisions.
Understand concentration.
See how much of your wealth depends on one business, institution, asset type or currency.
Create a monthly CFO habit.
Review what changed, what created progress and which risks deserve attention outside the company.
Use the discipline you already trust.
Businesses close their books and review performance. Hugo brings the same reflective rhythm to your personal financial life.
What to know before you start.
What is a Monthly CFO Review?
A concise explanation of what changed across your finances, why it happened and what deserves attention next.
Does Hugo give financial advice?
No. Hugo supports your judgment; it does not tell you what to buy, sell or invest in.
What data does AI process?
Only aggregated financial context stripped of direct identifiers and needed to create the insight. Stored financial data remains in the EU.
Know where you stand. Understand where you're going.
Build a complete picture of your wealth in one thoughtful monthly habit.
Start free