Founded in 2011, TFO Phoenix is an Arizona-based family office with over $2.4 billion in assets under management.* The firm provides a full range of investment, financial, tax, estate planning, education and other services to its clients. The Challenge As with many firms, TFO Phoenix was using spreadsheets to manage partnership accounting. While this essentially…
Family Office
PKF O’Connor Davies
PKF O’Connor Davies, LLP is one of the nation’s fastest growing certified public accounting and advisory firms with 10 offices in the Northeastern U.S. and more than 600 professionals led by 100 partners. The firm provides a complete range of accounting, auditing, tax and management advisory services to clients around the world. The Challenge When…
The Lupton Company
The Lupton Company, LLC is a Chattanooga-based single-family office that provides investment, management, legal and other services to the Lupton family members. The Challenge With its large number of family entities and ownership structures, Lupton needed a flexible accounting and reporting solution that would support the office’s complex environment. Specifically, they wanted a system that…