Our Businesses

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, and AV has helped us do it.

"From a user perspective, the reports are excellent. We’re able to get information a lot quicker.
We have 75 entities and over 150 bank and custody accounts. AV allows us to really consolidate all of it.
And we’re very, very happy with the software and the team behind the software."

"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
Asset Vantage’s team is a delight. The people are extremely responsive and work hard to solve issues."

"We were trying to implement accounting and reporting software at our Multi-Family Office for the past 12 years.
Asset Vantage did an incredible job of understanding our problem in our language. They said, “Let’s solve it,”
and delivered the exact features we needed. With streamlined and automated processes, our Multi-Family
Office can now work with more Families. I appreciate Asset Vantage’s strategic and long-term approach."