|Why should I trust them?
||How do I believe the reporting?
|Market heritage: Over a decade of maintaining the highest level of service for hundreds of families across more than 25 client firms worldwide.
||Quality in, clarity out: We believe integrity and accuracy are the cornerstones of effective investment decisions – and we prove it each day.
|Portfolio complexity is the norm: Deep understanding of pain points and anxiety to families.
||All inclusive: All asset classes, managers, custodians, currencies and entity structures are aggregated, reconciled and reported.
|Safe: Security systems, processes and confidentiality standards that surpass those of global private banks.
||Speed: Getting up on the system, running reports, answering questions all provided with maximum efficiency– speed is critical in today's turbulent financial world.
|How good is their technology?
|| What are the benefits?
||Usable: Built with user interaction,
customization and mobility top of mind, our online portal is industry leading in its design and features.
|| Refocus: Our platform enables
family office staff to "focus on what matters" in their business and make higher and better use of family office personnel.
|Scalable: Multiple layers of
technology and services create a robust, scalable reporting engine.
||Continuity: Ensure client
knowledge is not held only in the hands of a few key staff—our platform enables business continuity no matter the circumstance.
|Evolving: New investment challenges drive our rapid, continued development to help clients see new risks and realities.
||Reduce: Cut operating costs by saving on family office tax prep expenses, etc., with more efficient and effective aggregation and reporting.