BETTER INFORMATION LEADS TO BETTER DECISIONS

Dart Advisory provides the back office services expected of a single family office in a fractionalized cost structure.  By focusing on usability and accessibility of data for our clients, we create better information that results in more informed decisions.  Dart Advisory is not an investment firm. We instead facilitate communication among your tax advisors, attorneys, financial institutions, and asset managers in addition to accounting, reporting, and administration services.

By focusing on analyzing, administering, and accounting for the demands of our UHNW clients, we create more complete information with supporting records that enhances all services provider relationships to better meet your goals and objectives.

Accounting

By serving as the back office, we make sure all accounts and entities are appropriately monitored, reconciled, and accounted for. Where there is lack of oversight or bookkeeping we will provide services as needed making sure your accounts are closed, reported, and complete. This improves all information and communication with investment entities and other service professionals.

Reporting

We provide custom modern reporting, reflecting the way you think about your assets and estate. We listen to your needs and create complete picture reports that are slice-able by any tracking dimension you would like to gain insights on. We focus on usability of information, allowing you to ingest anytime, anywhere, on any device.

FinANCIAL ADMINISTRATION AND rECORD KEEPING

Administration of applications, tax forms, recurring transactions, due dates, and all other back office tasks create a trusted hub that simplifies and improves data aggregation and repeatable actions. By providing an integrated online record storage site, information is always at your fingertips and synced with the service team.