PARTNER & CFO

Sarah Schiltz is a Partner and Chief Financial Officer at Kompass Kapital, where she serves as the financial steward of the firm’s single-family-office platform. In her role, Sarah provides strategic and financial oversight across the single-family-office platform, with a focus on capital deployment, value creation, and long-term wealth preservation. She leads financial forecasting, analytics, and reporting; oversees treasury, liquidity, and risk management; and provides governance and compliance oversight across portfolio companies and investment structures. Sarah plays a lead role in mergers and acquisitions, including transaction structuring, financial diligence, modeling, and post-close integration, and provides ongoing oversight of the firm’s operating businesses and commercial real estate holdings.

Prior to joining Kompass Kapital, Sarah was a Tax Partner and built a strong foundation advising closely held businesses and high-net-worth families, giving her deep insight into complex entity structures. In her role, she led sophisticated tax planning, compliance, and consulting engagements while building long-term client relationships grounded in trust and discretion.

At Kompass Kapital, she partners closely with leadership, advisors, and family stakeholders to evaluate opportunities, execute transactions, and steward capital with discipline and discretion. Sarah oversees internal accounting and finance teams, works alongside legal and investment advisors on estate, succession, and philanthropic planning, and helps translate complex financial matters into clear, actionable insights—ensuring the financial integrity, operational stability, and long-term success of the family office and its portfolio.