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Altree Financial Group Integrates Admin System

Altree Financial® is pleased to announce its decision to acquire and implement a new enterprise class solution suite for...


Altree featured in MENA FM

Altree was pleased to be asked by MENA FM to share its insights on the importance of jurisdictional prudence...



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

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