My Accountant

A Trusted Partner for Comprehensive Financial Management

Aquilance provides personalized, comprehensive financial management services to affluent families, offering peace of mind and clarity over their financial lives. Founded in 1987, we have over three decades of experience simplifying complex financial administration and empowering clients to make informed decisions.

Our Mission

Our mission is to eliminate the burden of personal financial administration, allowing our clients to focus on what truly matters to them. We provide timely and accurate consolidated reports, empowering clients and their trusted advisors to make well-informed financial decisions.

What Sets Us Apart?

• Personalized attention: Each client has a dedicated relationship manager who understands their unique needs and proactively addresses potential issues.
• Integrated services: We offer a comprehensive suite of services, seamlessly managing every aspect of personal financial administration.
• Advanced technology: Utilizing proprietary technology and secure systems ensures efficiency, accuracy, and peace of mind.
• Client-centered approach: We believe in open communication and collaboration, partnering with clients to achieve their financial goals.

Personal Bookkeeping & Billpay

• Streamline bill payments and tracking, ensuring accurate and timely payments.
• Gain comprehensive clarity of expenses and financial activity.

Entity & Partnership Accounting

• Comprehensive accounting services for family limited partnerships, investment companies, trusts, and personal entities.
• Enhance visibility and control over your financial positions.

Consolidated Investment Performance Reporting

• Receive clear and concise reports on the performance of all your investments, individually and collectively.
• Make informed investment decisions based on accurate data.

Additional Services

• Tax planning and compliance assistance
• Wealth and estate planning consultation
• Family office and governance support

Our Expertise

Aquilance has extensive experience working with:

• Individuals
• Family Offices
• Corporate Executives
• Athletes & Entertainers

Contact Us Today

Empower your financial future by partnering with Aquilance. Contact us today to request a consultation and learn how we can simplify your personal financial administration, provide insightful information, and help you achieve greater financial clarity.