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Now Announcing: <br>My Accountant Rebrands to Aquilance
Articles / Featured / Financial Advisors / Investments / Personal Budgeting

Now Announcing:
My Accountant Rebrands to Aquilance

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…

December 1, 2021
Aquilance  
Webinar: The Key to Successful Wealth Transfer Across Multiple Generations
Estate Planning / Family Wealth Management / Featured / Webinars

Webinar: The Key to Successful Wealth Transfer Across Multiple Generations

Please join us for an in-depth conversation with Shawn Barberis and Lori Coonen of MTM360 as they discuss the fundamentals to successful multi-generational wealth transfers.

February 4, 2022
Aquilance  
Webinar: Property & Casualty Insurance
Featured / Insurance / Webinars

Webinar: Property & Casualty Insurance

Together, along our own CEO Ken Eyler, Joe & Jay discuss best practices from a Property & Casualty perspective.

September 30, 2021
Aquilance  
Webinar: High Performers – Sustaining Success
Inspiration / Investments / Webinars

Webinar: High Performers – Sustaining Success

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

May 27, 2021
Aquilance  
A Team-Based Approach to the Financial Health of Athletes
Articles / Financial Advisors / Investments / Personal Budgeting

A Team-Based Approach to the Financial Health of Athletes

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…

December 7, 2018
Aquilance  
Coordinating Your Client’s Property and Casualty Insurance with Trust Planning
Articles / Featured / Financial Advisors / Investments

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

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…

August 15, 2018
Aquilance  
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

  • Webinar: Life Insurance, a Strategic Investment for Wealthy Families
    Webinar: Life Insurance, a Strategic Investment for Wealthy Families
    March 1, 2023
  • Now Announcing: <br>My Accountant Rebrands to Aquilance
    Now Announcing:
    My Accountant Rebrands to Aquilance
    December 1, 2021
  • Webinar: Top Security Risks for Families
    Webinar: Top Security Risks for Families
    September 7, 2022

Contact Info

  • Headquarters:100 TECHNOLOGY DRIVE, SUITE 203 TRUMBULL, CT 06611
  • Phone:800-648-5369
  • Email:[email protected]

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