Financial Administration

We Take a comprehensive approach to managing your fiscal responsibilities

Bottom line: you and your family can focus on the joy of living, and let us worry about the details.

Menu of Services

Tax and accounting services

  • Monthly accounting and reporting
  • Tax preparation
  • Controller-down outsourcing or providing a CPA controller
  • Cloud-based family office administration


  • Reconciliation of bank statements
  • Credit card categorization
  • P.O. box and mail administration
  • Personal bill paying
  • Payroll administration


  • Portfolio aggregation
  • Investment strategy and oversight
  • Real estate investment tracking
  • Reconciliation of hedge fund and private equity statements
  • Reconciliation of brokerage statements

Reports and storage

  • 24-hour online access to custom reports
  • Digital vault for document storage
  • Document management
  • Secure client portal