Who We Are
We are an exceptional team with decades of finance, accounting and technology experience. We understand family offices — our founders have managed their own family office and worked for one of the top 5 family offices in the world by assets under management.
As a family office, the need to simplify and manage time-consuming tasks including bill pay and general accounting is essential. This frees up and allows family offices to focus on investments and bigger picture PnL by business unit or generation family wealth.
We are your back office and provide technology for family offices to check processes, protocols and see reports detailing cash flow, income and expenses as well as customized reports for the general payment of bills.
Our Vision
To revolutionize how family offices operate by combining financial expertise with cutting-edge cybersecurity.
Our Mission
To provide unparalleled family office services that protect and grow generational wealth with confidence and security.
Professional Family Office Services
Spend more time investing and less time on administrative tasks, manual workarounds and jumping between disparate technology platforms.
Comprehensive Accounting
Our professional accounting services manage all financial aspects of your family office with precision and transparency. We handle everything from daily transactions to complex financial reporting.
Streamlined Bill Pay
Our bill pay services ensure all your expenses are handled promptly and securely. We maintain separate operating accounts for administrative services with funds kept under the FDIC limit.
Vendor Management
We handle vendor relationships, from selection to contract management and payment processing, ensuring you always receive the best value and service from your partners.
Custom Reporting
Our tailored reporting solutions provide clear insights into your financial position, with custom dashboards and analytics that make complex data accessible and actionable.
Cybersecurity Protection
We operate at the highest level of security protocols and internal controls, protecting your sensitive financial and personal data from increasingly sophisticated threats.
Technology Implementation
We help select and implement the right technology solutions for your family office, creating a streamlined digital ecosystem that enhances efficiency and security.