Client
We met this family office early on, when Abacus was still just an idea, bonding over shared frustrations with legacy software. They had spent six months implementing a competitor and still ended up hiring an outside accountant just to fix the botched setup. With more than 100 alternative line items, multi-generational ownership, and both a for-profit and non-profit side of the house, they were understandably reluctant to go through another migration.
Problem
A 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.
Outcome
Rather than ask them to take another leap of faith, we just showed them. In 12 hours, using our proprietary agentic AI and our White Glove Services team of ex-family office accountants, we migrated the entire family office. What had taken six months to set up improperly, we rebuilt correctly overnight. When they saw the work, they made the switch immediately and became some of our most outspoken supporters.
Why it matters
Do not be held captive by a multi-year contract or the fear of migration. We can move you in a week, and this one took us 12 hours. We are happy to work through the economics of any existing contract together. Our goal is to earn your trust, not lock you in.
Your book, on the same record.
Bring the structure you actually run: the entities, the custodians, and the private positions nobody wants to reconcile. We will walk through what the first month looks like.