Aquilance provides financial administration services for Ultra-High-Net-Worth individuals and families, empowering them and their advisors with the necessary financial clarity to make critical economic decisions that impact their current and long-term financial legacies.
My Personal Bookkeeper assists clients of any age in organizing their financial life. Services include bill pay, tracking expenses and income, insurance claim management, working to close an estate, and more. We streamline your financial life and provide peace of mind.
White River Consultants specializes in Administrative Family Office Services, providing integrated solutions for bookkeeping, bill payment, payroll, and household project management. We collaborate with advisory teams to streamline operations, implement customized Family Office Operating Systems, and ensure alignment with the family’s goals, creating calm and clarity in day-to-day financial affairs.