Find the latest resources and guides on family offices.
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:
This comprehensive checklist guides accounting teams through each step to ensure a smooth and thorough close.
Download a free Family Office Chart of Accounts template.
A comprehensive guide on how real estate firms should structure and code their chart of accounts for effective financial tracking and reporting.
Download a free Real Estate Chart of Accounts template.
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.
How configuring your accounting data helps you make better decisions.
How Prismatic makes multi-currency easy.
How to build a powerful chart of accounts.
How to transform your accounting function with Prismatic.
Navigate global currency confidently.
How to automate intercompany activity with Prismatic
Get in control of your financials.