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.
Family Office Resource Group ("FORG") empowers wealth management professionals by providing customized family office solutions designed to enhance client service, differentiate in a competitive market, and deliver a holistic approach to addressing the intricate needs of Ultra-High-Net-Worth ("UHNW") clients. FORG equips advisors with tools, insights, and strategies to foster long-term client relationships and achieve exceptional client outcomes.
Foley Management specializes in tailored administrative services designed to your individual needs. From bill payment and expense reviews, to mail sorting and tax document preparation, their dedicated team goes above and beyond to ensure that every aspect of your administrative requirements is handled with care and professionalism.
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.
We are a niche accounting firm that provides practical outsourced family office solutions such as bill pay, budgeting and creating P&L, Balance Sheet, and cash flow reports for all family members.
