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Case Studies

Case Studies
Publish Date September 15, 2025
Futuristic business technology interface showing data and finance icons, highlighting how a Chicago accounting firm improved efficiency by replacing spreadsheets with integrated accounting software.
Publish Date September 15, 2025
Written by BY

How a Chicago-based Accounting Firm Replaced Spreadsheets with an Integrated Family Office Platform to Achieve Scale, Efficiency, and Client Trust

A leading Chicago-based accounting firm had built a strong reputation serving HNW and UHNW families.
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Publish Date August 29, 2025
A tech entrepreneur in a suit showcases futuristic digital interfaces with global, brain, and data analytics icons, symbolizing the strategic transformation of a family office into a powerhouse
Publish Date August 29, 2025
Written by BY

How a Boston Tech Founder Transformed His Family Office Into a Strategic Powerhouse

A Boston-based tech founder and entrepreneur inherited his family’s wealth but lacked clarity on what he actually owned.
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Publish Date September 9, 2025
A professional businessperson uses a tablet to analyze financial data while reviewing printed charts and graphs. Streamlining compliance and unifying data for improved efficiency in family office operations.
Publish Date September 9, 2025
Written by BY

Helping an Asia-Based Family Office Unify Data and Streamline Compliance for Faster, Better Decisions

For this Asia-based client, compliance work meant pulling data from multiple systems and entering it manually, an error-prone process under constant time pressure.
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Publish Date July 15, 2025
Mechanic handling a car tire in a workshop, symbolizing modernizing a multi-generational family office with unified systems, automation, and real-time financial intelligence for digital transformation.
Publish Date July 15, 2025
Written by BY

Modernizing a Multi-Generational Family Office with Unified Systems, Automation, and Real-Time Financial Intelligence

This single-family office (SFO) manages the wealth and financial operations of a prominent Indian industrial family behind a leading automotive group.
Read More
Publish Date June 28, 2024
Houston cityscape at dusk with skyscrapers reflecting colorful lights, symbolizing how AV enables MFOs to drive business growth and cost efficiencies through streamlined processe
Publish Date June 28, 2024
Written by BY

How AV Enables MFOs to Drive Business Growth and Cost Efficiencies

Empowering a Houston-based MFO with an integrated technology platform and managed services, ensuring their UHNW family clients enjoy seamless operations, with timely and accurate reporting.
Read More
Publish Date April 10, 2024
Close-up of classical building columns symbolizing trust and stability, reflecting how AV enables accounting firms to automate financial and investment reporting with accuracy and efficiency.
Publish Date April 10, 2024
Written by BY

How AV Enables Accounting Firms to Automate Financial and Investment Reporting

AV enabled an accounting firm get a grip on their mountain of disparate data, thereby helping the firm to provide their clients with a complete picture of family wealth.
Read More
Publish Date February 9, 2024
Modern bank building exterior with bold signage, representing how AV enabled a top tier private bank to launch a global-ready Digital Family Office platform for seamless wealth management and innovation.
Publish Date February 9, 2024
Written by BY

AV Enabled a Top Tier Private Bank Launch a Global-Ready Digital Family Office Platform

AV’s ready and off-the-shelf comprehensive technology solution enabled the private bank to focus on servicing and growing its global client base.
Read More

More Case studies

Publish Date September 15, 2025
Futuristic business technology interface showing data and finance icons, highlighting how a Chicago accounting firm improved efficiency by replacing spreadsheets with integrated accounting software.
Publish Date September 15, 2025
Written by BY

How a Chicago-based Accounting Firm Replaced Spreadsheets with an Integrated Family Office Platform to Achieve Scale, Efficiency, and Client Trust

A leading Chicago-based accounting firm had built a strong reputation serving HNW and UHNW families.
Read More
Publish Date September 9, 2025
A professional businessperson uses a tablet to analyze financial data while reviewing printed charts and graphs. Streamlining compliance and unifying data for improved efficiency in family office operations.
Publish Date September 9, 2025
Written by BY

Helping an Asia-Based Family Office Unify Data and Streamline Compliance for Faster, Better Decisions

For this Asia-based client, compliance work meant pulling data from multiple systems and entering it manually, an error-prone process under constant time pressure.
Read More
Publish Date August 29, 2025
A tech entrepreneur in a suit showcases futuristic digital interfaces with global, brain, and data analytics icons, symbolizing the strategic transformation of a family office into a powerhouse
Publish Date August 29, 2025
Written by BY

How a Boston Tech Founder Transformed His Family Office Into a Strategic Powerhouse

A Boston-based tech founder and entrepreneur inherited his family’s wealth but lacked clarity on what he actually owned.
Read More
Publish Date July 15, 2025
Mechanic handling a car tire in a workshop, symbolizing modernizing a multi-generational family office with unified systems, automation, and real-time financial intelligence for digital transformation.
Publish Date July 15, 2025
Written by BY

Modernizing a Multi-Generational Family Office with Unified Systems, Automation, and Real-Time Financial Intelligence

This single-family office (SFO) manages the wealth and financial operations of a prominent Indian industrial family behind a leading automotive group.
Read More
Publish Date September 23, 2024
Kangaroos jumping in front of a vibrant sunset symbolizing agility and dynamic decision-making, representing AV empowering Australian family offices to make better investment decisions
Publish Date September 23, 2024
Written by BY

AV Empowers an Australian Family Office to Make Better Investment Decisions

With AV, an Australian family office was able to consolidate its diverse assets for a full view of its wealth and make its operations more efficient.
Read More
Publish Date June 28, 2024
Houston cityscape at dusk with skyscrapers reflecting colorful lights, symbolizing how AV enables MFOs to drive business growth and cost efficiencies through streamlined processe
Publish Date June 28, 2024
Written by BY

How AV Enables MFOs to Drive Business Growth and Cost Efficiencies

Empowering a Houston-based MFO with an integrated technology platform and managed services, ensuring their UHNW family clients enjoy seamless operations, with timely and accurate reporting.
Read More
Publish Date April 10, 2024
Close-up of classical building columns symbolizing trust and stability, reflecting how AV enables accounting firms to automate financial and investment reporting with accuracy and efficiency.
Publish Date April 10, 2024
Written by BY

How AV Enables Accounting Firms to Automate Financial and Investment Reporting

AV enabled an accounting firm get a grip on their mountain of disparate data, thereby helping the firm to provide their clients with a complete picture of family wealth.
Read More
Publish Date February 9, 2024
Modern bank building exterior with bold signage, representing how AV enabled a top tier private bank to launch a global-ready Digital Family Office platform for seamless wealth management and innovation.
Publish Date February 9, 2024
Written by BY

AV Enabled a Top Tier Private Bank Launch a Global-Ready Digital Family Office Platform

AV’s ready and off-the-shelf comprehensive technology solution enabled the private bank to focus on servicing and growing its global client base.
Read More
Publish Date January 5, 2024
Two professionals discuss a report with financial graphs while working on a laptop and tablet in an office setting. The image symbolizes how AV does the heavy lifting, allowing family principals to focus on decision making
Publish Date January 5, 2024
Written by BY

AV Does the Heavy Lifting, So That Family Principals Can Focus on Decision-Making

AV’s fully managed book-keeping, reconciliation, and reporting service frees up internal SFO teams to focus on making financial decisions.
Read More

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