Aquilance, The Premier Financial Administration Services Provider, Would Like to Welcome Wealthspire Clients
Wealthspire clients will receive exclusive benefits on Aquilance Financial Administration services. Clients will receive a 5% discount on their first-year fee across all service offerings. Clients who engage in Bookkeeping and Billpay services will additionally receive free onboarding of those services only, in addition to the 5% discount, which can represent a savings of up to 12% in the first year.
Wealthspire Advisors is not affiliated with or endorsed by Aquilance.
Wealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp.
A fully integrated, comprehensive suite of solutions.
Created specifically to address the complex, multifaceted needs of highly affluent families, our suite of services simplifies the administration of your personal finances and provides you and your advisors with the detailed reports needed to make well-informed budgeting, planning, and investing choices.
Our professionals maintain long-term working relationships with our customers which, in many cases, go back decades. These relationships allow us to offer an unparalleled level of personalized service and detailed financial history. Whether the goal is to alleviate an already hectic schedule, or to make important decisions, we can help you.
Far too many affluent families don’t have an accurate answer to a simple question…
Affluent families usually have organizational configurations that go beyond…
Sophisticated ultra-high net worth investors and their family offices may hold…
In addition to our core services, we offer an extensive suite of personal, financial, administration services…
Real estate executive
Net Worth: $50M+ / Annual Income; $7.5M+ / Annual Spending: $4M+
Client was constantly late on payments or making duplicate payments, getting late and shutoff notices, incurring late fees, interest, and penalties all of which were negatively affecting their credit rating. There were also regular interruptions at work to resolve billing issues with vendors.
The client’s tax accountant recommended utilizing Aquilance’s Billpay and Personal Bookkeeping services to handle their bill payment. We had the client forward all their bills to us for direct payment, and ever since this transition there have been no more late payments, penalties, or interest charges. We’ve managed to improve and maintain the client’s topnotch credit rating, as well as assist the tax accountant by providing organized, timely reports for use in tax prep.
Aquilance was founded to address the complex financial administration needs of families and individuals of wealth.
Currently serving hundreds of families, we provide a diverse range of services, including personal bookkeeping and bill pay, consolidated accounting across multi-entity family structures and complex investment partnerships, consolidated investment performance reporting, ILIT administration, and much more. Founded in 1987, the firm’s mission continues to be enriching the quality of life of our clients by eliminating time spent on managing family finances and to empower effective decision-making by delivering timely and accurate reports to families and their advisors.
Optimized for Families With Complex Finances
Created to address complex financial administration needs, our services complement those of your wealth manager, CPA, estate attorney, and other trusted advisors.
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.
Fully Integrated, Comprehensive Solutions
We offer an expansive suite of fully integrated services to address every aspect of personal financial administration.
Additional Services Offered by Aquilance
Aquilance offers an extensive suite of household financial administration services, which can be used in any combination to create the single integrated solution that best addresses your needs.
- Entity and Partnership Accounting
- Consolidated Investment Performance Reporting
- ILIT Administration
- Domestic Payroll Services
- Medical Claims Processing
- Custom Services as Agreed Upon