Family Office Investment Management

• Overview:
  The family office investment management industry focuses on managing the financial affairs of high-net-worth families or private entities.
• Key Activities:
  • Investment management
  • Wealth preservation
  • Portfolio management
  • Financial decision-making and planning

Type of Client: Executive of Sentinel

• Client Profile:
  Sentinel is a family office investment company, and the client is an executive responsible for overseeing its financial strategies.
• Client's Goals:
  • Ensure efficient management of financial operations and investments
  • Oversee and manage accounting needs and services

Services Overview

• Scope of Services Provided:
  • General ledger maintenance
  • Monthly preparation of financial statements
• Reason for Selection:
  • High ratings
  • Budget-friendly pricing
  • Good value for cost
• Outcome:
  • Streamlined and expedited financial reporting in a cost-effective manner.
  • Positive feedback on project management and communication, particularly from the project manager, Leah.