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How to setup a Family Office
Setting up a family office is a significant decision that depends on your family's financial situation, complexity of needs, and long-term goals. Here are some key considerations to help with the set up of a family office:
Guides
Guides
October 15, 2024
Family Offices
General Ledger
Inter-company Activity
Multi-entity
Multi-currency
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Critical Accounting Processes for True Financial Consolidation
While FP&A tools excel at forecasting and planning, they stumble when tasked with the meticulous art of true consolidation.
Articles
Articles
October 9, 2024
Inter-company Activity
General Ledger
Dimensions
Reporting

The Ultimate Month-end Checklist for Accounting Teams
This comprehensive checklist guides accounting teams through each step to ensure a smooth and thorough month-end accouting close.
Downloads
Downloads
October 7, 2024
Real estate
Multi-entity
General Ledger
Chart of accounts
Family Offices
Family Office Chart of Accounts Template Download
Download a free Family Office Chart of Accounts template.
Downloads
Downloads
October 2, 2024
Real estate
Multi-entity
General Ledger
Chart of accounts
Family Offices
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