Abacus is a wealth tracking platform for UHNW individuals and family offices. Our White Glove Team handles all data ingestion and maintenance, eliminating the operational burden of tracking complex, multi-asset wealth.
MEET ARTIFCTS: You've collected, accumulated, and inherited ‘stuff.’ But what is it all? Why does it matter? Capture and share the importance and the stories behind those assets with each Artifct you create. Complete the "In the Future" field so your family has a roadmap for what’s next for it all, too.
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.
MyFO simplifies family office operations by replacing fragmented spreadsheets and legacy tools with a single secure environment for data, documents, reporting, and stakeholder communication. As the fastest-growing family office platform in North America, MyFO gives offices the modern infrastructure to focus less on process and more on the families they serve.
Vantager is an AI-powered platform supporting Limited Partners representing $100B+ in AUM globally, serving as the source of truth for pre-trade diligence, analysis, and reporting. GP data is automatically structured and normalized for effective diligence, peer grouping, research, and automated reporting.
