Outsourced Solutions
Results: 15
DAPM - Dynamic Assets & Performance Monitoring SA 
Switzerland
Accounting, Consolidated Reporting, Data Aggregation, Digital Assets & Currencies, Governance, Impact & ESG, Peer Benchmarking, Portfolio & Cost Analysis, Portfolio Allocation, Private Markets, Real estate, Reporting, Risk Management, Security & Risk
Clients face difficulty overseeing global assets across multiple banks and institutions, leading to a lack of transparency, control, and effective financial consolidation.
Highly credentialed team providing executive assistance, concierge services and lifestyle management solutions to family offices and UHNW families.
Hemonto
Denmark
Accounting, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Outsourced solutions, Portfolio Management, Risk Management
As an independent reporting advisor, we deliver state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions.
CFO Family Reporting
United States of America
Consolidated Reporting, Reporting, Technology provider
CFO Family Reporting is a comprehensive outsources back office solution for wealth reporting.
IQ-EQ
Luxembourg
Accounting, Client Portal, Compliance, Consolidated Reporting, Data, Data Aggregation, Developers, Fully Integrated Platform, General Ledger Accounting, Investing technology, Outsourced solutions, Partnership Accounting, Performance Reporting, Portfolio & Cost Analysis, Private Markets, Real estate, Reporting, Transaction Processing, Trust Accounting
IQ-EQ is a leading investor services group providing a comprehensive range of compliance, administration, asset, and advisory services to investment funds, global companies and family offices.
WealthSpectrum
India
Accounting, Advisors, Asset managers, Client Portal, Consolidated Reporting, Investment platform, Portfolio & Cost Analysis
WealthSpectrum acts as all-in-one platform designed to streamline and automate complex investment management needs.
Accordant Global Partners is a boutique Risk Management & Security Advisory firm, we act as your Outsourced Family Office Chief Security Officer, safeguarding your family.
Crisis24 Private Strategic Group
United States of America
Artificial Intelligence, Risk Management, Security & Risk
A team of the world’s most distinguished experts in security, medical support and risk management—who work together to carefully tailor solutions to the needs of each client.
Ocorian delivers administration and compliance services for funds, corporate, capital markets and family offices.
Large enterprises, family offices and high net-worth individuals face near and far-term accounting issues. They turn to EisnerAmper for a comprehensive audit, accounting, advisory, consulting and tax services.
Baker Tilly's family office practice offers customised services to clients of all sizes, ranging from one family to multiple generations.
Trove provides high net worth individuals and their families with highly specialised, bespoke financial and personalised wealth administration services.
Kaufman Rossin understands that each family office is unique and requires personalised attention. That's why they offer outsourcing solutions for wealth preservation, lifestyle management, consolidated reporting, and more.
Alumia is a partner-led investment firm that specialises in providing investment advice through an innovative approach.
Mack International is a retained executive search and human capital/talent management consulting firm.
