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Spend it on what matters.

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info@aquilance.com

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Headquarters

2 Corporate Drive Suite 350
Shelton, CT 06484

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

Defining the “Family CFO” Role: Aquilance CRO Kevin Reed Moderates Elite Panel at Barron’s Independent Summit

March 31, 2026
Kevin Reed Highlights How Advisors Can Scale Family‑Office‑Level Service in Wealth Management’s 2025 Mid‑Year Outlook

August 21, 2025
Top Estate Planning Mistakes Families Make — And How To Avoid Them

November 19, 2024

Contact Info

Headquarters:2 Corporate Drive Suite 350 Shelton, CT 06484
Phone:800-648-5369
Email:info@aquilance.com

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