EQUILIBRIUM FOR MULTI-GENERATIONAL WEALTH
FAMILY OFFICE SERVICES
We work with specialized applications that aggregate custodian data and offline alternatives. With such robust data aggregation capabilities, we can present our clients with consolidated reporting across their ownership structure among a litany of other insights and deliverables.
Amplify will handle partnership closings, allocation of income and expenses across the partners, special allocations, and the generation of financial reporting: balance sheet, income statement, trial balance, and cash flow reports.
GENERAL LEDGER SUPPORT
Amplify will manage journal entries, transaction coding, and mapping, along with maintenance of standardized chart of accounts. We will also maintain custom ledger model coding for reporting hierarchies.