Financial Administration & Bill Pay
Clients with significant wealth must balance and solve for considerable administrative needs that are time-sensitive and typically require manual work across multiple entities, institutions, and financial accounts. Our highly credentialed tax and finance specialists work with families and single-family offices to ensure transparency, compliance, effectiveness, and accountability in financial management.
Streamlining Bill Pay & Financial Administration
Bill Pay
Deliver a secure and efficient bill pay process through experience, automation, and technology.
Organize
Establish family and business structure in accounting software and link bill transactions, bank balances, and other assets
Reconcile
Identify and address account discrepancies, and manage accounts receivable and accounts payable
Report
Prepare monthly and quarterly account and consolidated financial reports (e.g., P&L, balance sheet)
Track
Create, update, and keep records of daily transactions, invoices, tax payments, projects, and other important activities
Budget
Provide budgets and report on financial projections to stakeholders (e.g., liquidity and cash flows)
Tax
Reconcile and provide financial statements for year-end tax reporting and serve as a resource to your advisors