Service Offerings
Simplify your back office.
Dart Advisory provides the back office services expected of a single family office in a fractionalized cost structure. By focusing on creating usable and accessible data for our clients, we create better information that hopefully results in more informed decision. Dart Advisory is not an investment firm. We instead facilitate communication among your tax advisors, attorneys, financial institutions, and asset managers. 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.
Example of Services:
Global Estate reporting of all assets & liabilities with variance analysis
Cash Activity Reporting
Record Collection and Storage
Direct Investment tracking including multiples, FMV, and IRR
Tax Compliance tracking and collection of workpapers and forms to provide to tax advisor
Bill Pay / Wire Initiation / and Deposit Services
Administration of Professional Services Plans
Personal, Holdco, and SPV Accounting
Fund-less sponsor accounting, reporting, and administration
Ad Hoc Analysis and Review
Application completion and storage
