Paraclae is derived from "paraclete", a Koine Greek word meaning one who walks beside, helper and counselor, defines our reason for existence. Paraclae, a division of Kreuzberger & Associates was founded by four senior finance and technology professionals seeking to challenge and improve the paradigm in professional services. While each partner brings a unique 20+ year record of excellent client service in a wide range of scenarios, all abide by a deep respect for client confidentiality, ethical win-win negotiation, honorable delivery, thought-provoking guidance and the overarching importance of nurturing business relationships. We are defined by our vision to provide you and your clients with unparalleled services and execute high-quality deliverables under affordable value-based billing arrangements. Our approach is to walk side by side with you as true business partners.
You are no stranger to this devotion to excellence because the importance of client satisfaction pre-empts any other objective in the Family Office and Investment Management business sectors. Your firm faces an unending escalation of client expectations fueled by rapidly advancing technological sophistication and the desire to understand and reap the potential rewards of constantly evolving complex financial investment opportunities. Yet the practicalities of attending to day-to-day invoices while simultaneously deciphering the essence of complicated hedge fund strategies and producing meaningful accurate customized reporting can tax the personnel and systems of any well-run, well-staffed operation. These distractions can jeopardize your reputation for providing the personal guidance and attention to detail for which you are highly regarded.
Many of our clients find that:
- Your internal management team and your clients want 24/7/365 access to their financial performance
- The needs of your clients have expanded beyond your original proposal stressing your internal systems and staff
- Installing advanced technology threatens to bulk up your overhead allocation above your peers
- It has grown difficult to coordinate with the other professional advisors in your client's life
- Attempts to provide insight before critical decisions are made are stymied by lagging technology
- Productivity declines when putting out fires instead of taking time to consider and consult properly
- It is a challenge to synthesize client-side and external information so that you can meet critical deadlines
- Office demands constantly cause you to sacrifice your personal time
- The intricacies of investment and trust accounting seem to exceed your team or your system’s capabilities
Paraclae, a division of Kreuzberger & Associates offers a total outsourced Family Office and Investment Management Solution which hinges upon the dual engines of our Senior Strategists and our Paraclae Systems Accounting Platform ©. Further, our hosted SaaS/Cloud network can enable you and your clients to both improve and securely conduct business and analysis from any device, anywhere, anytime.
We are confident our experienced team, service approach and system solutions can generate value and benefits that exceed our fees, while optimizing your efficiency and effectiveness through:
- The best delivery with insights and value come from experienced professionals. Our partners each possess more than 20 years of experience in executive finance and technology services upon which they draw when working with you and your clients.
- Consistent, reliable work, performed efficiently and on time, with no surprises.
- Combining strengths of Big 4 project discipline with years of multi-faceted operating experience, our people have seen most everything and will deliver that experience on a day-to-day basis.
- When appropriate, we arrange our fees based on the value you put on deliverables, not hours incurred, taking ownership of the work from inception through completion.
- We call upon our broader team of experts to increase the value-added insights and accelerate the delivery time frame.
- We realize the importance of maintaining your overhead expense levels and provide creative ways to tap premium talent and systems
- We team with your organization to smoothly:
- Integrate existing legacy and third party systems which you or your clients wish to retain with our Paraclae Systems Accounting Platform © while utilizing any of our financial, investment accounting and trust management systems you select
- Implement Customized Dashboard Monitoring for your leadership team and investment fund management and advisors as well as for your clients to better manage their financial landscape while implementing professional service provider accountability