Based in Connecticut, Aquilance provides high net worth families with financial administration services and timely, accurate reports that inform financial decisions and reduce the time spent managing complex personal finances. Personal bookkeeping, bill paying, entity and partnership accounting, and investment performance reporting are among the suite of services available to families and their advisors. The…
Family Office
TFO Phoenix Company
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…
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…