Outsourced Solutions

WealthSpectrum acts as all-in-one platform designed to streamline and automate complex investment management needs.

Clients face difficulty overseeing global assets across multiple banks and institutions, leading to a lack of transparency, control, and effective financial consolidation.

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.

Highly credentialed team providing executive assistance, concierge services and lifestyle management solutions to family offices and UHNW families.

CFO Family Reporting is a comprehensive outsources back office solution for wealth reporting.

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.

IQ-EQ provides an end-to-end bespoke portfolio monitoring solution to institutional and private wealth investors focusing on alternative and luxury assets.

Trove provides high net worth individuals and their families with highly specialised, bespoke financial and personalised wealth administration services.

Mack International is a retained executive search and human capital/talent management consulting firm.

Ocorian delivers administration and compliance services for funds, corporate, capital markets and family offices.

Baker Tilly's family office practice offers customised services to clients of all sizes, ranging from one family to multiple generations.

Alumia is a partner-led investment firm that specialises in providing investment advice through an innovative approach.

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.