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Administration
Accurate Family Office’s Portfolio Platform (P-CubedTM) was developed based on deep experience implementing and administering client portfolios. We knew there had to be a better way to minimize frictional costs and taxes, and streamline administration. P-CubedTM allows our clients to hold diverse investments including separate accounts, mutual funds, ETFs, and stocks and bonds—all in one account. This simplifies administration and provides our clients with an execution system that not only minimizes taxes and fees, but provides controls that we believe were not before available in the industry.
Services
Engage and Negotiate Investment Managers & Custodial Options and Related Fees
Assess Historical Tax Characteristics – Marginal, State & Local Rate, Carry Forwards, Unrealized Gains
Cooperation & Coordination with Existing Advisors & Managers
Facilitation of Account Opening/Closing, Consolidation, Distributions and Flows
Implementation of Asset Allocation Changes
Full Management of Private Equity Capital Calls & Distributions
Delivery of Tax Materials (gain/loss reports, 1099s, K-1s, etc.)
E-document Management of Statements, Confirms, & Other Correspondence
Tell Us About You
Let us demonstrate how we can add value
Let’s get started together! Reach out today to see how Accurate Advisory Group can help provide specific solutions for you exact financial situation. Getting started is easy! Just fill out the form below and one of our trusted team will be in contact with you!
