Integrated Technology Tools
World Class Technology Stack
We provide a world class technology stack designed to be plug and play for use in your Family Office business.
- Client Portal
- Wealth Management Aggregation
- Compliance Portal
- Financial Planning Software
- Risk Management Tool
- Income Planning Software
- Cyber Security
- Project Management Software
and much more...
The Family Office Director is the Evolution of the Tax Professional
Our Done-For-You, Multi-Family Office Charter provides tax professionals a full complement of family office services for their clients. We provide marketing, operational support and infrastructure.
Advanced features are available to Advanced and Family Office Director members. Schedule a call to learn more about Advanced membership.
Family Office Director Features
Elite features are only available to Elite members. Schedule a call to learn more about becoming a Family Office Director.