The complexity of an institution. The discretion of a trusted advisor.
Significant wealth rarely lives in one place. It moves across entities, trusts, partnerships, properties, and generations, and the reporting has to keep pace without sacrificing privacy or control. Embrace serves as the integrated financial backbone of the family office: consolidated accounting, investment and entity oversight, tax coordination, and the discreet, senior-level attention that complex wealth requires. One team, one clear picture, complete confidentiality.
Consolidated Accounting and Reporting
Multi-Entity Bookkeeping: Entity-level books across LLCs, partnerships, trusts, and holding structures, maintained to a single standard.
Consolidated Net Worth and Performance Reporting: One view across every account and entity, so the family sees the whole picture at a glance.
Investment Activity Tracking: Capital calls, distributions, K-1 reconciliation, and performance tracking across managers and asset classes.
Intercompany and Partnership Accounting: Clean intercompany allocations, partner capital accounts, and eliminations across the structure.
Wealth and Legacy Coordination
Trust and Estate Accounting: Fiduciary-grade recordkeeping and reporting that keeps trustees, beneficiaries, and advisors aligned.
Succession and Generational Planning Coordination: Working alongside your attorneys and advisors so wealth, and intent, transfer the way the family wants.
Foundation and Charitable Administration: Private foundation and donor-advised fund administration, grant tracking, and compliance.
Bill Pay and Personal CFO Services: Discreet household and lifestyle financial management, handled quietly and accurately.
Tax and Advisory Coordination
Entity and Fiduciary Tax Coordination: Forms 1041, 706, 709, and K-1 coordination prepared in lockstep with the family’s wealth plan.
Multi-State and Multi-Entity Compliance: Nexus, apportionment, and filing management across every jurisdiction the family touches.
Investment and Liquidity Tax Planning: Gain and loss harvesting awareness, distribution timing, and liquidity planning coordinated with your investment professionals.
Advisor and Auditor Liaison: A single, organized point of contact for attorneys, investment managers, and auditors.