Focus efforts to grow and preserve family wealth by letting the specialists handle operations

Family Office Outsourcing for Operations
We Know Family Offices

Empaxis was born out of a multi-billion dollar multi-family office and has a deep understanding of the unique reporting requirements and market challenges your business faces.

We also understand that your firm’s continued commitment to growing client wealth from one generation to the next requires a more sophisticated investment approach that can often times put stress on your back-office resources.

At Empaxis, we help you diversify your family office investment strategies and foster wealth for your clients by offering a fully customizable and highly cost-effective back-office accounting and reporting service.

By working with the highly talented Empaxis team of back-office accounting and support professionals, you can be assured that your back-office processes have been streamlined to offer agility, scalability and cost efficiency.

Service Highlights:

  • Daily Account Reconciliation (Transactions, Positions, Cost Basis)
  • Customized Consolidated Reporting
  • GIPS Compliant Pre-Tax/After-Tax Performance Reporting
  • Cost Basis Updates
  • Network Hosting
  • Ability to Work With Data from Any Source

The Benefits:

  • Lower Operating Costs
  • Less Operational Complexity
  • Access to Portfolio Accounting Experts
  • Access to the Latest Technology
  • More Time to Focus on Core Competencies
  • Increased Reporting Quality