Family Office Accounting Software

Family Office Accounting Software

Managing accounting for a family office goes far beyond tracking income and expenses. From multi-entity general ledgers to capital accounts and consolidated reporting, family office accounting software must be purpose-built for complexity.

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What is Family Office Accounting Software?

Managing accounting for a family office goes far beyond tracking income and expenses. From multi-entity general ledgers to capital accounts and consolidated reporting, family office accounting software must be purpose-built for complexity.

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Who Needs It?

Single Family Offices (SFOs) with in-house accounting teams, Multi-Family Offices (MFOs) managing ledgers across clients, CFOs and controllers managing complex entity structures, and Founders looking for transparency into their financial data.

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Key Features to Look For

✓ General Ledger with support for trusts, partnerships, and multi-entity COA
✓ Capital account tracking and waterfall reporting
✓ Consolidated and entity-specific financial statements
✓ Custom chart of accounts
✓ Audit trails and reconciliation workflows
✓ Integration with tax, reporting, and CRM systems

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