Resource Partners - Technology & 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

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 a software and services company founded to handle the complexities of servicing ultra-high-net-worth families. Created by family office leaders, Eton Solutions’ flagship product is AtlasFive, an integrated platform with over $425 billion in assets under administration that holistically aggregates and manages all your office’s data, reporting, and workflow processes. With one source of truth, Eton Solutions leads fami... 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

We offer a cutting-edge technology platform designed to streamline Beneficial Ownership Information (BOI) reporting, ensuring compliance with the Corporate Transparency Act and the Financial Crimes Enforcement Network (FinCEN). Learn More

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

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