The economies of scale and efficiencies garnered from having the Family Office serve both business and personal household and wealth needs are obvious which is why they are growing in size, popularity and complexity. However, the balancing of these two sets of objectives together with the blending of accounting records and investment vehicles can blur the lines and complicate your services. To succeed, you need a knowledgeable financial team that is capable on both the business and the wealth advisory service sides and able to navigate the interplay between personal and corporate business.
Enter Paraclae Senior Strategist, a corporate-level professional primed to ensure that your needs are met. The Senior Strategist is a seasoned voice who brings financial acumen, insightful analysis, and perceptive questions to the table. Our senior strategists deftly extract powerful performance reporting utilizing the Paraclae Systems Accounting Platform © (PSAP)in concert with your existing systems to integrate across your organization as well as with your external service providers to provide seamless communication and reporting so that everyone moves in the same direction.
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