FAMILY OFFICE BOOKKEEPING – FOR FAMILY OFFICES WITH $10M+ IN ASSETS
Do you ever wonder about the true net worth of your Family Office and how it’s fluctuating over time?
Would you want to see a dashboard showing how your wealth is allocated by asset class and by entity, and how each one is performing in REAL-TIME?
With SAOS, we’ll build a bookkeeping infrastructure for your Family Office to do just that. Key benefits include:
- Consolidated reporting on your Family Office by legal entity and by asset class (for example: Real Estate, Trusts, Stocks, Bonds, Art, Private Equity, Businesses, Vehicles/Jets, Start-ups, etc.)
- Keep a pulse on activity within your Family Office by tracking changes to valuations, the flow of cash in and out of entities/assets, asset performance, and the flow of cash in and out of the Family Office.
- Become more knowledgeable of your Family Office to make better financial decisions and reduce risk