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.
Clearstead has expertise in helping families establish family trust companies (FTCs) as well as the assessment, design, implementation, and ongoing operational assistance of the FTC. Our team understands that each client situation is different, so we listen to gain clarity before recommending an FTC structure that will guide the family through future generations.
TOS offers family office infrastructure as a service. We have curated and integrated best-in-class third-party technology solutions and paired them with an experienced team of family office operators to solve family-office-specific operational challenges.
V3 advises family offices on building successful Direct Investment Programs. With firsthand experience as operating executives, principal investors, and family office advisors, we help families navigate strategy, governance, and the full investment lifecycle—from sourcing and diligence to value creation and exits—ensuring a process that fosters family unity and grows capital in their direct investment portfolio of operating companies and real estate.
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.
