Come experience Asset Vantage

Great Success!


16 CFOs, CPAs, Family Office Professionals from leading SFOs, MFOs and CPA firms engaged in exploring best practices around linking investments, accounting, performance and complex entity structures.


June 10-12, 2019

Las Vegas, NV

We exhibited at AICPA ENGAGE 2019, 
the accounting profession’s event of the year. We showcased our integrated accounting & performance tracking platform and
related suite of services for CPAs serving ultra HNW families and family offices.

February 10-12, 2019

San Francisco, CA

We will be attending this years’
ABA Wealth Management and Trust Conference.
Stop by our booth and see the latest with Asset Vantage.
AICPA logo

November 29 – 30, 2018

Washington, DC

We are proud to partner with the AICPA Sophisticated Tax Planning for Your Wealthy Clients, 
led by top-level financial experts who will discuss IRS initiatives, estate taxes, proven retirement techniques, life insurance planning and more

October 23 – 24, 2018

Chicago, IL

This year’s FOX Fall Enterprise Forum, will showcase best practices and strategies that families have employed to become their own change agents in building adaptable and robust enterprise families. Asset Vantage is pleased to be a partner to this event

September 24 – 26, 2018

Atlanta, GA

We were proud to partner with the 8th Annual  Southeastern Family Office Forum (SEFOF) creates peer-to-peer educational and networking opportunities in a safe, academic environment for families of significant wealth from across the country

November 14, 2018


We are pleased to announce our premier Middle East client event. Come experience the Asset Vantage platform, review our Product Roadmap and become a part of a unique forum of global family offices!

February 3, 2017


This year’s format was based on panel discussions on topics like “How do Indian Family Offices stack up against their Global peers?” and “The Performance of Investments in the backdrop of Demonetization”

August 9, 2016


The Vantage Club, our first client forum included over 35 attendees and focused on topics such as “Managing Family Wealth like a Business” and “The Power of family and Business archiving”.

The Vantage Club

The Vantage Club is a private and exclusive network of family principals to meet in closed-door sessions
and gain multiple perspectives on how to deal with pressing challenges, explore new ideas and
learn from subject matter experts.

Learn best practices

For technology and data management adopted by global Family Offices

AV value proposition

For Family Office Principals, CIOs, CFOs, Advisors and Accountants

Meet & hear

Asset Vantage clients from the region

Genesis & vision

From our founders, core team & partners