Family offices
Consolidated visibility across entities and investments.
Accounting and reporting for family offices that need control, discretion, and dimensional clarity across entities and assets.
Typical stack
Addepar with Sage Intacct for operating entities and partnerships.
What breaks
Investment reporting and operating company books live in parallel universes.
How IFI helps
Design dimensional structures, integrations, and close processes that respect complexity without chaos.
Ready when you are
See how the pieces fit your team.
A short consultation and an honest answer on fit — before anyone signs anything.