Reporting
We provide consolidated portfolio reporting and analysis for client assets held within their family, entities and trusts, spanning various investments managers and custodians. We use the most advanced software to provide our clients with reports and financial information at their fingertips. Clients will receive monthly statements documenting their finances.
Private Banking
We manage client checking accounts, money transfers, loans, currency exchange services, letters of credit, month end reconciliations and other private banking services.
Bill Payment
We provide full financial accounting and bookkeeping support, as well as payment services including entity accounts payable, employee expense reimbursement, and personal bill payment.
Human Resources
We offer a turnkey suite of employee human resource services including HR policies, filings, hiring support, payroll, benefits administration, and employee training.