Family Office
Accounting solutions to help wealth management firms focus on growing client assets instead of internal accounting requirements
Wealth management is a highly personal process because family office clients typically have unique goals and ambitions, especially regarding their wealth. How they want their wealth to be diversified and grown depends on their interests, reputation, and the level of involvement they wish to conduct. This is why it’s important for family offices to always be available to carry out their clients’ wishes and also be on the lookout for investment opportunities their clients may be interested in. This can leave family offices with little to no time to work on their own financial goals.
At IFI Professionals, we go above and beyond to set your staff free from tedious accounting and bookkeeping work so they can focus on keeping your clients happy and your firm’s reputation on the positive side. With us as your accounting partner, you’ll be able to focus on developing and managing the most suitable investment packages for your clients.
Ask us today how we can add value to your family office and address your unique accounting needs. We’ll assess your accounting system and requirements, and then recommend solutions to help you achieve your goals.
Our outsourced accounting managed services and technology transformation services are available to Professional Services firms including those specializing in:
Information Technology
Engineering
Marketing
Consulting
CPA Firms
All-out support and assistance
"Having the IFI Professionals team support our cloud accounting has been key to giving us the visibility and control we need to keep growing"
Shannon Copeland
COO
Professional Services
More Industries
MSP's, IT Services, Software and SaaS companies can gain better visibility and control by outsourcing their accounting and technology transformation needs to us.
Professional bookkeeping and technology transformation services for insulation, commercial solar, and other contractors.
We can automate and streamline your accounting processes and reduce costs with our outsourced accounting and technology transformation services.
Accounting companies can increase billable hours and maximize the value of their accounting software system with managed services
Family wealth management firms can focus more on growing their clients’ asset bases instead of fixing IT issues
Nonprofit organizations can cut their expenses while improving IT capacity with managed IT services