Resource Partners - Risk Management

Advanced Business Resources (ABR) specializes in comprehensive strategic risk management services on a global level, employing the highest tier of special operations and private client skill sets to safeguard people, assets, data, and communications from dynamic threats. ABR’s focus spans physical, cyber, and technical solutions, ensuring holistic protection in the modern threat landscape. ABR’s services encompass proactive risk consu... Learn More

ARCHis thedigitaladmin for private investments, delivering the missing infrastructure for managing and understanding private market investments.ARCH consolidates data from the various web portals, collects K-1s, and tracks performance, cash flows, and metrics across investments, while digitally updating existing reporting and accounting systems.We're a New Yorkin-person team supporting $125B in asse... Learn More

As a top 25 accounting and consulting firm in the nation, Armanino specializes in providing tailored solutions for Family Offices and their portfolio companies. With deep industry expertise, we serve as trusted strategic partners, offering a comprehensive range of services designed to meet the unique needs of Family Offices. Our dedicated team goes beyond responsiveness to deliver personalized guidance in areas such as cutting-edge te... Learn More

BILL (NYSE: BILL) is a leading financial operations platform for small and midsize businesses (SMBs). As a champion of SMBs, we are automating the future of finance so businesses can thrive. Our integrated platform helps businesses to more efficiently control their payables, receivables and spend and expense management. Hundreds of thousands of businesses rely on BILL’s proprietary member network of millions to pay or get paid faster.... Learn More

Deviate Consulting is a professional services firm based in Indianapolis that provides a full suite of accounting and software consulting options for single and multi-family offices. Our software focus includes QuickBooks and multiple investment accounting, portfolio accounting and wealth management platforms prominent in the industry. Learn More

Eton Solutions is an award-winning cloud-based software and services company for wealth management firms, including Single and Multi Family Offices, Business Managers, Trust Companies, Registered Investment Advisors and High Net Worth Individuals. Learn More

Global Security Firm that specializes in quality staffing, immediate response, and addressing what keeps our clients up at night. Event Risk Security Services is a US-based, veteran owned company, providing protection services, risk consulting for fortune 500 companies, movie studios, celebrities and high net worth individuals. As one of the largest providers in North America for armed rapid deployment services, we pride ourselves in... Learn More

Fi-Tek Wealth Solutions (formerly Rockit Solutions) is a technology-enabled family office service provider, specializing in complex, multi-generational single/multi-family offices, RIA’s and Trust Companies. Born out of the Rockefeller family office over twenty years ago as Rockit Solutions, our company was built to serve the unique needs of the most complex family offices. Learn More

Founded in 1999 and headquartered in Barbados from 2022, with subsidiaries in Canada, Signapore, UAE, USA and offices in Boston, Toronto, Singapore, and Dubai, FundCount provides fully integrated accounting, general ledger, partnership and investment analysis software. Learn More

TIFIN Give empowers wealth enterprises to become an integral part of the charitable planning process through a streamlined, comprehensive digital experience. The platform supports various charitable structures, including donor advised funds and private foundations, to unlock opportunities and value for wealth enterprises and their clients. Learn More