Outsourced Solutions

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

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

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.

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

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

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.

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.

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