Families and Family Offices

You don’t have to spend a lot of time and effort to understand your financial picture. Our solutions enable you to:

  • Gain 24/7 access to holding values — instead of having to wait until the end of the month or quarter
  • View updated asset values and transactions as soon as they are available — whether they are delivered electronically or via email or even US mail
  • Report ownership percentages, by individual, even if held in an investment vehicle such as an LP, LLC, or trust