Individuals

“They have provided great service and saved me an enormous amount of time. I can’t imagine paying my bills without them. Never had an issue with security or control. It is a very professional organization.”

—J.M. / GREENWICH, CT

American families who handle their own financial administration devote an average of 314 hours a year to the effort. Those with multiple homes, trusts, and other complexities often spend far more. Such complexity can also lead to costly mistakes, a lack of clarity, and a loss of privacy. Aquilance offers a better alternative.
You probably don’t cut your own grass or change your own oil — why are you still paying your own bills, doing your own bookkeeping, trying to stay on top of required trust documentation, and other chores? By using our professional services, you can spend just a few hours focused on the big picture, rather than endless hours on the laborious details.
The many benefits our services provide include:
  • Ensuring that your bills will be paid on time and that your financial administration matters will be professionally handled when you are traveling or spending time at a second home
  • Providing clear, detailed reports to help inform your personal financial decisions
  • Increasing the efficiency and accuracy of tax preparation, financial planning, and retirement planning
  • Protecting your privacy and personal data through strict standards of confidentiality and rigorous cybersecurity protocols
  • Reducing overall costs by eliminating expensive mistakes and gaining efficiencies through technology-aided processes

Family Offices

“Our family has worked with [Aquilance] for over 20 years. We rely heavily on their conscientious attitude, comprehensive approach, excellent reports, and their care in dealing with each of our family members and the professionals on our team.”

—M.C.C. / NEW YORK, NY

Many of our family office clients have found that outsourcing bookkeeping, bill payment, and other personal financial administration chores reduces costs and frees them to focus on their core mission. With thirty-plus years of service to ultra-high-net-worth families and their family offices, we have the experience and platforms to manage the processes more efficiently and to see potential problems that might slip by others. Just as importantly, we provide “a second set of eyes” on the books. By reconciling bank statements and coordinating closely with the family bankers and other advisors, we can greatly improve the integrity of the family’s finances.
  • Privacy: Moving bill pay services from family office staff to our discreet professionals keeps the family’s private spending decisions confidential.
  • Risk Mitigation: Eliminates potential liability issues in the case of misuse of personal funds by administrative staff.
  • Continuity: As a company, we do not get sick, go on vacation, quit, or retire.
  • Cost Reduction: Our automation and efficiencies of scale enable us to provide a premium level of service at a lower cost than most family offices.
  • Operational Efficiency: Well-organized, consolidated reporting saves costly professional time in tax preparation, estate planning, investment decisions, and spending choices.
  • Transparency: Our detailed, consolidated reports provide clear and actionable financial data to your family office and service providers.
  • Consolidation: We can provide reports across multiple family entities — including trusts, family limited partnerships, investment companies, and personal entities — consolidated all in one, or broken out as you desire.

Corporate Executives

“[Aquilance] has given us the gift of time! We keep a very busy schedule and you have eliminated the time and hassle of paying bills. As a former Chairman and CEO, I have appreciated your hands-on style. It is a real pleasure working with Aquilance and we look forward to 20 more years together.”

—L.B.C. / VERO BEACH, FL

Like most senior executives, you likely have a lot of demands on your time. Having assisted leaders of major corporations since our inception, we have seen how relieving the burden of personal financial administration creates advantages for executives, their support staff, their companies, and their families. For that reason, many corporations have found it mutually beneficial to provide our services to their C-Suite officers.
The services provided to top executives:
  • Enables company leaders to focus on company business, typically saving them eight to ten hours per month.
  • Provides frequent travelers with the confidence that their personal financial administration will be handled while they are on the road.
  • Gives executives on overseas assignments confidence that their U.S. financial affairs will be handled professionally. (We currently assist clients in multiple countries.)
  • Frees support staff from any involvement in the personal finances of their managers, enhancing their productivity and ensuring confidentiality for the manager.
  • Eliminates potential liability issues in the case of misuse of personal funds by administrative staff.
  • Provides executives with clear, consolidated reports to help them better understand their personal finances.
  • Increases the efficiency and accuracy of tax preparation, financial planning, and retirement planning.

Athletes & Entertainers

“I was presented with the services at [Aquilance], and having their information at my fingertips continues to allow me to make better decisions. I’ve already made some changes to my spending habits and lifestyle based on the information and feedback they provide.”

—J.B. / TAMPA, FL

Having worked with professional athletes and entertainers for many years, we understand the unique financial challenges of making a living in the spotlight. Income streams can be unpredictable, tax filings are complicated, and earnings can peak at an age when most careers are just kicking into second gear. It’s important that high-profile professionals, as well as their agents and managers, stay on top of the day-to-day details and have the reliable information they need for long-term planning. For many clients, an effective solution is to establish a “loan-out,” or personal service corporation, that incorporates their income stream, bookkeeping, billpay, and other chores. Our fee is based on the work required, not on assets, so these can be highly cost-effective structures that benefit the client in a number of ways.
The services provided to those in the limelight:
  • Frees managers and support personnel from any involvement in the personal finances of their clients, enhancing their productivity and ensuring confidentiality.
  • Eliminates potential liability issues in the case of misuse of personal funds by administrative staff.
  • Saves managers, agents, and/or their staffs 10 to 20 hours per month, enabling them to concentrate on serving their clients.
  • Provides confidence to athletes and entertainers that their personal financial administration will be handled while they are on the road.
  • Provides clear, consolidated reports to increase the efficiency and accuracy of tax preparation, financial planning, and retirement planning.
“For over 25 years, we have relied on [Aquilance] to help us manage our personal finances. They have never failed to provide us with very high quality and timely services.”
D.S. / NEW YORK, NY
“My personal finances are complicated. The professionals at [Aquilance] have been immensely helpful to me and my financial advisors in keeping things orderly and understandable for nearly two decades. I rely on them constantly.”
L.N. / LOS ANGELES, CA
“[Aquilance] has been life changing for me. I spent what seemed like an eternity receiving past due statements or checks returned for overpayment as a result of my prior method of paying bills. I couldn’t recommend them more emphatically.”
S.S. / NEW YORK, NY
“I have used the services of [Aquilance] for over two decades. They have provided great service and saved me an enormous amount of time. I can’t imagine paying my bills without them. Never had an issue with security or control. It is a very professional organization.”
J.M. / GREENWICH, CT
“It has been a privilege to have the services of [Aquilance] for over 18 years. The quality of their services is exemplified by integrity, transparency, and efficiency. I highly recommend their services.”
R.L.J. / BETHESDA, MD