Brochures
Run a Family Office
like a Business
This brochure highlights how Asset Vantage has become the Financial Operating System of choice for 400+ families across 10+ countries, managing over US$400B+ in assets. It shows how leading family offices consolidate portfolios, automate reporting, and achieve a single source of truth for decision-ready wealth data.
Beyond
Spreadsheets
Indian family offices and UHNW individuals need a single source of truth to track their increasingly complex wealth. This whitepaper helps them with a framework to adopt the right software solution by comparing capabilities for decision making, specific analytics features, accounting, privacy, security and more.
Asset Vantage Solutions Summary
A powerful Private Cloud based technology platform, built to automate portfolio reporting and accounting to provide a single view of a family’s entire net worth.
Enabling Your Virtual Family Office
For Single & Multi Family Offices
A Virtual Family Office (VFO) gives you greater insight and control by providing individual and consolidated views of your family’s entire net worth. The Private Cloud based technology platform enhances flexibility and choice, minimizing personnel dependencies and high fixed costs.
Build a Superior Family Office Practice
For Accounting Firms & CPAs serving
Family Offices
We’ll equip you to become the accountant you’ve always wanted to be: the versatile senior advisor to UHNW families, privy to their most pressing issues and sensitive data. Their trusted, even cherished, wealth custodian.
Seamless
Onboarding
The best thing about moving to AV is that we do the heavy lifting so you can focus on your family office! Learn more about the 5 step process.
Wealthy Families Take Back Control
For Family Office Professionals
Family offices need visibility across a complex web of entities, investments, cash flows, taxation and more which allows them to make well-judged decisions and can assess financial health, risk and opportunity with confidence.
The CPA as Wealth Custodian
For Accounting & Family Office Professionals
Read about how the CPA is fast becoming the new Wealth Custodian for family offices and is rapidly gaining importance in delivering greater value to the U-HNW community. Get insights on how the most progressive CPAs are moving from delivering “What Happened” to “What’s Coming”.