Financial Services - Multi-Family Offices

We can help you with your toughest accounting challenges!

The only AICPA® preferred financial management solution

  • GAAP Compliant and Audit Ready

Multi-entity, cloud-based financial management and accounting solutions for family offices

Reduce reporting time from days to minutes

Streamline your chart of accounts

  • Shared dimensional chart of accounts reduces churn, saves time, and boosts efficiency 
  • Decrease the number of entries from thousands to hundreds.

Real-time dashboard analytics

  • Eliminate spreadsheets
  • Get instant shared access within and across entities

Continuous close cuts hundreds of hours of work

Sage Intacct for Multi-Family Offices

Are you ready to answer hard financial questions across all your client's assets?


Do you struggle to consolidate information across multiple funds?


Can you share real-time data across financial and operational analysis?