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.
