Resource Partners - Risk Management

Global Guardian protects and delivers employees and families from political, environmental, and bad actor threats around the world. We provide clients access to a 24/7 Global Operations Center, staffed with highly skilled former military, special forces, federal agency and law enforcement professionals. Learn More

KnowLedger is a middleware SaaS solution that provides automation of the Investment Book of Records (portfolio accounting and investment reporting solutions) into the Accounting Book of Records (ERP/GL solutions). Learn More

leafplanner collects, organizes and connects the disparate parts of life in a unique leafplan to serve as a roadmap for a family. By identifying, aggregating, and communicating the intricacies of a family enterprise with family members and advisors, leafplanner enables families to apply a holistic perspective to their communication, decision-making, and education. In addition to identifying blind spots and educating family members and... Learn More

Masttro is the world’s leading wealth tech solution for visualizing total net worth. Specializing in alternative assets, built from the ground up for multi-currency and secured with world-class cybersecurity architecture, Masttro is the all-in-one solution to building a 100% view of wealth. Learn More

Pinnacle Fund Services provides customized portfolio and investor performance across multiple investment structures including full outsourcing of back-office functionality. Learn More

Drawing upon our decades of combined experience in family wealth accounting and consolidated performance reporting, we partner with our clients to develop personalized solutions to address potential gaps or limitations in existing reporting systems. Learn More

Sage Intacct is the leading cloud-based accounting and financial management solution designed to meet the unique needs of family offices. Some of the benefits of working with us include: · Powerful Multi-Entity Management · Real-time Customizable Reports & Dashboards · Secure Access Thr... Learn More

Founded in Denver, CO in 2011, Security Pursuit provides cybersecurity services that help organizations protect their business-critical information systems and data. We help secure the networks, websites, and operations of private businesses, wealth managers, retailers, banks and credit unions, airports, healthcare providers, energy suppliers, and state and local governments internationally. Learn More

SEI’s Family Office Services segment delivers technology and outsourced services that connect and power the accounting, investment management, and reporting functions of family offices and family office divisions of financial intermediaries. Designed to streamline family office operations and deliver advanced financial reporting for ultra-high-net-worth families, SEI’s award-winning Archway Platform℠ and high-touch outsourced services... Learn More

SumIt is a software company based in New York City focused on redefining technology for family offices, starting with an accounting system that consolidates financials across entities with a couple clicks. Our mission is to empower family office staff to do more with less through a straightforward interface and robust functionalities. Learn More