Our Businesses

"Asset Vantage is not tied to a legacy platform, which makes it unique. I now have partnership accounting
capability and can tag my investments with their geography in a user-friendly manner.  This has simplified
my SFO’s complex financial data with customization as per my needs. Working with AV’s team is a delight.
The people are extremely responsive and work hard to solve issues."

"Because AV grasped our problem and delivered the features we
needed, we can now work with more families."

"When I first took charge of our family office after a liquidity event, I was engulfed in chasing returns by
investing in complex structures. After more than a decade of stepping through a minefield of risks,
today I chase simplicity to protect and grow our assets. This has turned out to be more complicated than I thought."

"AV’s platform is the workhorse solution that anchors our family office. As our portfolio diversifies and ownership
structures change, we leverage AV to secure the advantages of transparency: the ability to spot distressed real
estate before it hemorrhages cash; harvest a loss to offset short-term capital gains; see capital calls before
they take you by surprise; and view all family assets, who owns them, and in what proportion."