Family Offices

Offering Hosted Services and Customized Reporting

 

Empaxis was born out of a multi-billion dollar multi-family office and has a deep understanding of the unique reporting requirements and market challenges your business faces. We also understand that your firm’s continued commitment to growing client wealth from one generation to the next requires a more sophisticated investment approach that can often times put stress on your back-office resources.


“Empaxis was able to get a fully automated billing system up and running for us within a week. We had done an exceptional amount of due diligence before engagement, but the results fo their work gave us a great deal of confidence that they were an exceptional firm to work with.”

Heather Sevillano, Director of Operations, Greenwich Investment, Inc.


At Empaxis we help you diversify your family office investment strategies and foster wealth for your clients by offering a fully customizable and highly cost-effective back-office accounting and reporting service. By working with the highly talented Empaxis team of back-office accounting and support professionals you can be assured that your back-office processes have been streamlined to offer agility, scalability and cost efficiency.

insurance_Dollarphotoclub_73463162SERVICE HIGHLIGHTS FOR FAMILY OFFICES

  • Customized Consolidated Reporting
  • Daily Account Reconciliation (Transaction, Position, Cost Basis)
  • Ability to work with data from any source
  • GIPS Compliant Pre-Tax/After Tax Performance Reporting
  • Cost Basis Updates
  • Network Hosting

Organize and control your family office information while following industry best practices.

Learn how a London-based global wealth management firm with £1 billion AUA back-filled a key senior operations employee and brought scalability and redundancy to its operation.  Access the story here.

Give us a call today at 310-356-5831 or email us at sales@empaxis.com and find out how.

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Streamline Your Operations

Empaxis clients enjoy cost savings, operational efficiency, and quality assurance. You will, too!
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