ASSET VANTAGE PRODUCT 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
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
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.
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”.