Below a certain scale, the office never gets built.
A dedicated CFO and controller cost more than most households will justify, so the work distributes itself instead: the advisor keeps part of the picture, the accountant keeps another, and the principal keeps the rest in email.
- Advisor
- Sees the managed accounts, not the private funds or the property.
- Accountant
- Sees last year, once the documents finally arrive.
- Abacus
- Holds all of it, keeps it current, and gives each of them the slice you allow.
What arrives in the first month.
One statement for the whole household
Brokerage, banking, private funds, property, insurance, and debt, consolidated and reconciled daily rather than assembled on request.
A named team, on your account
A service lead and a data lead who load the private book, handle the notices and answer the phone. You are not filing a ticket.
Your advisors get what they need
Scoped, revocable access for the CPA, counsel, and advisor, so the same questions stop coming back to you.
Two weeks, and almost none of them yours.
A single household is faster than a multi-entity office. Most are live inside two weeks of granting access.
- Days 1 to 3
You authorize, once
Read-only credentials and whatever fund documents you have to hand.
- Week 1
We build the record
Feeds connected, private positions loaded, and property and debt entered.
- Week 2
It stays current
Daily reconciliation, permissions granted, and the same team from here on.
A flat fee, and no interest in your assets.
We are not paid on what you own, we do not sell products, and we hold no trading authority. The fee reflects the work: how many accounts, positions, and documents we maintain.
Get a scoped quote- Custodian and bank feeds
- 6
- Private positions
- 11
- Properties and other assets
- 4
- Permissioned advisors
- 3
- Assets under management
- Not a factor
Everything that used to live in five spreadsheets now lives in one place for my counsel to read.
Hand the administration to someone else.
Forty-five minutes. We will show you what your household record would look like two weeks from now.