Single-Family Office · Southeast · ~$100mmThe Small Team Stretched ThinThe SFO team still wore two hats, supporting both the operating business and the family office, leaving no dedicated staff for accounting, monitoring, or reporting despite significant balance sheet complexity. The only consolidated financial picture produced was a periodic Personal Finance Statement (PFS) when an operating company needed a loan.Family officesMulti-Family Office · Midwest · $300mmThe Patriarch Who Never Set One UpOur client never bothered setting up a formal family office. All he cared about was cash flow and distributions, in his words, “what actually impacts my life.” But he had one sharp realization: “If I got hit by a bus, my wife and kids would have no idea where everything was.”Family offices
The rest of the shelf
9 studies- Multi-Family Office · West · >$200mmThe 12-Hour MigrationA multi-family office with trust structures, a deeply negative experience with legacy software incumbents, and the full range of complexity you would expect: public equities, fixed income, VC, PE, and real estate.Family offices
- RIA · Southern USA · $700mmNot An Empty ShelfThe RIA was built for public equities. But today’s wealth wants alternatives, and their legacy system had no credible answer.Institutions and RIAs
- RIA Largest Client · Southeast · $80mmHelping an RIA Prospect Big ClientsThis RIA needed a way to stand out in a competitive field. Their answer was asset tracking: “You can see everything in one place, and we will make sure, with our partner Abacus, that it stays current for you.”Institutions and RIAs
- RIA · West · $1.5 billionAUA to AUMThis RIA did not need a new public equities system. They needed a way to serve clients whose wealth extended well beyond what their current platform could see.Institutions and RIAs
- RIA · Midwest · $3.5 billion200 Accounts per Seat Rate LimitTheir existing monitoring platform charged by the account, and at their scale it was getting expensive, fast. They were overpaying for capabilities they did not need.Institutions and RIAs
- Private clients · Midwest · ~$55mmAbacus Rolodex MemberTracking was done in Excel—far from ideal. Beyond that, he wanted access to a broader network to share deal flow and hear what other sophisticated investors were doing.Private clients
- Private clients · Midwest · $11mmThe Operating Business OwnerHis wealth is hyper-concentrated in a single operating business, and he had no sophisticated way to track his balance sheet as he began diversifying. His only tool was a three-statement Excel model on his laptop.Private clients
Clients are identified by shape rather than by name: category, region, and assets tracked. Named references are available under NDA during diligence.
