A family office that only reports well once a year isn't really being run, it's being reconstructed. The steady-state layer is what makes the difference.
One dashboard for the whole balance sheet
Once the trust, the holding LLP or company, and any AIF or PMS allocations are all live, the family needs one consolidated view across all of them, not four separate statements from four separate managers. We build the reporting stack, templates, data flows, and a single dashboard, so the family sees one number, not a reconciliation exercise.
The compliance calendar
- Trust accounts and filings, where applicable under the relevant state's trust regulations
- LLP or company ROC filings: annual returns, financial statements, board and partner resolutions
- Form 10BD donor reporting and the annual return of income, if a Section 8 philanthropy vehicle is part of the structure
- AIF-related reporting and capital call tracking, if the family has committed to any pooled vehicle
Secretariat
Trust and board meetings, minutes, and resolutions maintained as they happen, not reconstructed at year-end when a bank or an auditor asks for them.
This is where a family office stops being a setup project and becomes a managed operation, run by our Managed Services practice, with one partner accountable to the family throughout.
Talk to us about your family office.
Bring the situation, however incomplete; leave with a written, fixed-fee plan for the structure, on the same calendar as everything else we file for you.