Multi-entity consolidation, beneficiary tracking, tax planning, and investment reporting — built for the complexity of family office finance.
Trusts, holding companies, LLPs, and SPVs spread across jurisdictions. No single view of total family wealth or consolidated performance.
Quarterly reports for principals assembled from spreadsheets, custodian portals, and fund administrator statements. Weeks of effort every cycle.
Cross-border tax obligations, beneficial ownership registers, and trustee reporting requirements create gaps that manual processes cannot close.
Illiquid holdings, co-investments, and alternative assets make true performance attribution and benchmarking nearly impossible.
Challenge: Managing 12 entities across 4 jurisdictions with spreadsheet-based consolidation and manual beneficiary reporting.
Outcome: Implemented Sage Intacct with automated inter-company eliminations, real-time wealth dashboards, and AI-powered tax scenario modelling.