Administrative Services

Individuals and families with great wealth must solve considerable administrative needs that are time-sensitive and typically require manual work across multiple platforms. We use technology and automation to manage these day-to-day functions on your behalf, which helps to improve operational efficiency, mitigate risk, and enhance decision-making. These services and technology solutions are integrated to provide you with a holistic view of your specific situation:

Financial Administration & Reporting

• Create and maintain financial and net worth statements.
• Produce historical and projected cash flow reports, spending summaries, charitable contributions, gifting activities, and custom ad hoc reports.
• Organize tax information and coordinate with your tax preparer.
• Easy access to reports through our online portal and full synchronization with your online accounts.

Performance Reporting

• Provide reporting and data aggregation across multiple custodians.
• Create custom reporting to meet the unique needs of the client or family.
• Robust resources for data verification and analysis.
• Expansive report library with intuitive and curated templates.
• Full digital access via internet portal, mobile and online reports.

Bill Pay

• Organize, pay, track, and reconcile bill payments using a platform designed with client security and privacy in mind.
• Virtual retention of invoices and receipts to create a paperless experience.
• Multiple payment options and flexible reporting capabilities.
• Online access to important details concerning your accounts, vendors, and historical disbursement activity.

Document Safekeeping & Review

• Review, evaluate, and store your financial, estate, legal, and insurance documents.
• Collaborate with your other advisors as well as third-party resources with a goal to maximize your financial and legal architecture to help balance the risk, reward, and governance of your plan.