Sage Intacct for Family Office

Manage complex investment structures, streamline multi-entity consolidations, and gain real-time portfolio visibility with purpose-built family office capabilities.

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Master Complex Financial Management with Unified Oversight 

Family office operations demand far more sophistication than traditional business accounting can provide.  

You’re managing multiple investment entities across diverse asset classes, coordinating complex trust structures, handling intricate tax reporting across jurisdictions, and providing transparent reporting to multiple family members with varying interests and involvement levels. Meanwhile, regulatory requirements and fiduciary responsibilities add layers of complexity that generic financial software simply cannot address. 

When your financial systems can’t consolidate multi-entity performance or provide real-time portfolio insights, you’re managing wealth based on outdated information spread across disconnected platforms. This creates blind spots in asset performance, delays in critical investment decisions, and administrative overhead that consumes resources better spent on strategic wealth management and family service. 

Our Sage Intacct approach for family offices transforms these operational complexities into strategic advantages through purpose-built functionality designed specifically for multi-generational wealth management.  

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What Most Family Office Financial Management Software Gets Wrong 

Managing multi-generational wealth requires sophisticated tools that generic accounting software simply can’t provide – here’s where traditional systems miss the mark: 

  • Generic accounting that ignores investment complexity: Standard software can’t handle trust structures, carried interest, or sophisticated portfolio reporting that family offices need. 
  • Inadequate multi-entity consolidation capabilities: Traditional systems struggle to consolidate across multiple investment vehicles, currencies, and jurisdictions in real-time. 
  • Poor integration with investment management tools: Generic software doesn’t connect with portfolio management systems or custodian platforms, creating isolated data silos. 
  • Limited reporting flexibility for diverse stakeholder needs: Different family members, trustees, and advisors need different views—standard reporting can’t deliver that customization. 
  • Compliance gaps for fiduciary and regulatory requirements: Basic software lacks the controls and audit trails required for fiduciary compliance and regulatory reporting. 

What Sage Intacct x BPM Can Deliver for Your Family Office 

Automate complex multi-entity consolidations

Continuously consolidate multiple entities across funds, assets, currencies, and locations while maintaining detailed subsidiary reporting for individual investment performance analysis.

Gain real-time visibility with custom dashboards

Access instant financial and operational metrics through dashboards that provide deeper insights into portfolio performance and business operations.

Streamline collaboration from front-to-back office

Create seamless workflows between investment teams, administration, and family stakeholders through integrated platforms that improve transparency and reduce compliance risk.

Integrate with existing investment management systems

Connect portfolio management, expense management, and payroll systems to access best-in-class technology across all family office operations while maintaining unified data flows.

Why Family Offices Choose BPM 

We understand that family offices aren’t just investment firms—they’re complex ecosystems managing multi-generational wealth. Our team has implemented Sage Intacct for single-family offices, multi-family offices, and family investment entities across the country. 

We know how to structure entity hierarchies for tax efficiency, configure consolidated reporting that satisfies both family members and regulators, and integrate with the custodian platforms and portfolio management systems you already use. When you work with BPM, you get consultants who understand carried interest calculations, trust structures, and the unique governance requirements of family wealth. 

How We Deliver Successful Implementations 

  • Analyze your investment structures, entity relationships, and compliance needs 
  • Configure multi-entity consolidation rules that match your governance requirements 
  • Connect your portfolio management systems and custodian platforms 
  • Provide ongoing support focused on family office workflows and optimization 

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Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.