Family Office

Compliance Services

Comprehensive compliance and regulatory services 

Regulatory reform has caused many single and multi-family offices to look for alternative means of meeting their fiduciary needs. Altree Services has a deep understanding of the complexities associated with multi-jurisdictional regulatory compliance. Our services include, but are not limited to:

• Maintenance of official books and records
• Provision of registered office
• Coordination of investment advisors and service providers
• Preparation of financial budgets and forecasts
• Preparation of investment policy statements
• Wire preparation, invoicing and bill payment