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Now Announcing: <br>My Accountant Rebrands to Aquilance

Now Announcing:
My Accountant Rebrands to Aquilance

  • December 1, 2021
  • Articles , Featured (Insights) , Financial Advisors , Investments , Personal Budgeting

At My Accountant, we have been a leading provider of financial and administrative services for high-net-worth families, individuals, and family offices. Today, we are proud…

“Cash Is King”: Liquidity Planning and Financial Administration for Ultra-High-Net-Worth Clients

“Cash Is King”: Liquidity Planning and Financial Administration for Ultra-High-Net-Worth Clients

  • August 5, 2024
  • Family Wealth Management , Featured (Insights) , Investments , White Papers
Webinar: High Performers – Sustaining Success

Webinar: High Performers – Sustaining Success

  • May 27, 2021
  • Inspiration , Investments , Webinars

José speaks from the perspective of a high-profile client and how he has found success both on and off the field.

Webinar: Life Insurance as an Estate Planning Tool

Webinar: Life Insurance as an Estate Planning Tool

  • April 22, 2021
  • Estate Planning , Investments , Webinars

A roundtable discussion on how insurance can be utilized as a valuable asset for estate planning purposes.

Webinar: Income & Estate Tax Implications Under The Biden-Harris Administration

Webinar: Income & Estate Tax Implications Under The Biden-Harris Administration

  • January 30, 2021
  • Investments , Tax Planning , Webinars

A forward looking discussion on potential impacts and policies of the newly elected Biden-Harris administration.

A Team-Based Approach to the Financial Health of Athletes

A Team-Based Approach to the Financial Health of Athletes

  • December 7, 2018
  • Articles , Financial Advisors , Investments , Personal Budgeting

Some estimates indicate as many as 50–80% of retired professional athletes go bankrupt within five years of retiring. The statistics vary somewhat, and they depend…

Coordinating Your Client’s Property and Casualty Insurance with Trust Planning

Coordinating Your Client’s Property and Casualty Insurance with Trust Planning

  • August 15, 2018
  • Articles , Featured (Insights) , Financial Advisors , Investments

Different options are available, but all parties must be in sync… Patrick Gillotti | via WealthManagement.com Estate planning tools and property & casualty (P&C) coverages…

Our Mission:
To enrich the quality of our clients’ lives by providing evolving financial administrative solutions to enduring problems, to eliminate the time spent on managing family finances and to empower effective decision making by delivering timely and accurate consolidated reports to families and their advisors.

Recent INSIGHTS

  • Top Estate Planning Mistakes Families Make — And How To Avoid Them
    Top Estate Planning Mistakes Families Make — And How To Avoid Them
    November 19, 2024
  • Advisors Holistic Planning Promises Going Unfulfilled, Aquilance CEO Says
    Advisors Holistic Planning Promises Going Unfulfilled, Aquilance CEO Says
    September 4, 2024
  • Future Plans for a Decades-old Service Provider
    Future Plans for a Decades-old Service Provider
    August 6, 2024

Contact Info

  • Headquarters:100 TECHNOLOGY DRIVE, SUITE 203 TRUMBULL, CT 06611
  • Phone:800-648-5369
  • Email:info@aquilance.com

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