Family Office Financial Administration

Serving a growing market of families who have harvested wealth, we provide premier outsourcing services including:

• Family office support to in-house CFO’s and CIO’s
• Individual asset, tax basis and net worth tracking
• Investment partnership accounting and tax compliance
• Trust accounting and tax compliance
• Simple to complex investment accounting including flow-through entities, private equities and alternative investments
• Compliance with tax allocations and distribution policies
• Bill pay
• Consolidated and customized reporting access on-line
• Virtual office facilities