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Family Offices

Find the latest resources and guides on family offices.

How to setup a Family Office

Setting up a family office is a significant decision that depends on your family's financial situation, complexity of needs, and long-term goals. Here are some key considerations to help with the set up of a family office:

Guides

October 15, 2024

The Ultimate Month-end Checklist for Accounting Teams

This comprehensive checklist guides accounting teams through each step to ensure a smooth and thorough close.

Accounting Templates

October 7, 2024

Family Office Chart of Accounts Template Download

Download a free Family Office Chart of Accounts template.

Accounting Templates

October 2, 2024

How Real Estate Firms Should Code their Chart of Accounts

A comprehensive guide on how real estate firms should structure and code their chart of accounts for effective financial tracking and reporting.

Guides

October 1, 2024

Real Estate Chart of Accounts Template Download

Download a free Real Estate Chart of Accounts template.

Accounting Templates

September 25, 2024

How to buy an ERP system

Outgrowing single entity systems like QuickBooks and Xero is inevitable for a lot of multi-entity businesses and family offices, but shifting to a large financial ERP system may not be the route for you.

Articles

September 19, 2024