FOR FAMILIES WITH COMPLEX WEALTH AND THE ADVISORS WHO SERVE THEM REQUEST A PRIVATE WORKSHOP Nationwide Service • Accredited Financial Professionals • Deep UHNW and Family Office Experience • Proven Leadership Team FEATURED IN: • Nationwide Service •
• Accredited Financial Professionals •
• Deep UHNW and Family Office Experience •
• Proven Leadership Team • Personal Bookkeeping, Concierge Bill Payment,
Cash Flow Reporting, and Multi-Entity Accounting
for Families Managing Complex Wealth Reducing complexity with fully managed execution so you can manage wealth with confidence.

Offering a Path to Financial Clarity

Aquilance (formerly My Accountant) was founded in 1987 by Bill Farren and Norb Janis to address the complex needs of highly affluent families by eliminating the time spent on personal financial administration, and by providing timely and accurate reports to inform financial decisions. Our mission, then and now, is to provide additional time and peace of mind to those we serve.

Collaboration

Optimized for Families with Complex Finances
Solely focused on addressing the complex financial administration needs of affluent families, our services are designed to complement those of your wealth manager, CPA, estate attorney, and other trusted advisors, not to replace them.

Care

Proven Process and Experienced People
We combine proprietary technology with a high-touch service model. Your relationship is overseen by a dedicated relationship manager who understands your needs and proactively resolves potential issues.

Capabilities

Fully Integrated, Comprehensive Solutions
We offer an expansive suite of fully integrated services to address every aspect of personal financial administration.
THIS CHANGE CAN REALLY ADD UP

Learn more about how we can help you simplify your personal financial administration.

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DON'T JUST TAKE OUR WORD FOR IT

Wherever life takes you,
bring Aquilance.

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WE'VE BEEN WORKING CLOSELY WITH YOUR TRUSTED PARTNERS FOR YEARS

Alliant Aon Argonne BDO Deloitte Essential FSI Eyos Expeditions First Republic Globe Tax Services, Inc. GTM Payroll HomePay Hub Ink&Pixel Agency Jaclise JH Mclaughlin Leaf Planner Medical Bill Advocate MFS Capital Advisors MTM 360 Northern Trust Pavillion Agency Rosetti Starr RSM Summitas Sustainability Angels US Trust

Make an appointment

For more information, sample reports, or a free consultation to assess your needs, please contact us by filling out the form below, or call 800-648-5369, or email info@aquilance.com.