Services
Family office services, tailored to each family.
Each engagement is structured around the family's specific needs and existing advisory relationships, and most include some combination of the following.
Bill Pay & Accounts Payable
We receive, review, and pay bills across the family's entities and households under documented approval workflows with appropriate separation of duties. Every payment is authorized, recorded, and fully traceable.
Accounting & Bookkeeping
Full-charge bookkeeping for operating entities, investment partnerships, trusts, estates, and personal accounts. Books are maintained on a monthly close cycle and reconciled to source records, so financial information is always current and dependable.
Bespoke Reporting & Dashboards
Customized reports and dashboards built around each family's structure and priorities: entity-level statements and a consolidated view of the full structure, delivered on a regular schedule in a clear, consistent format. Each family is unique; its reporting is as well.
Illiquid Investment Performance Tracking
Performance tracking and reporting for private equity, venture capital, real estate, and other illiquid holdings, including capital calls, distributions, commitments, and valuations. We also manage the data integration required for these assets to be accurately represented in reporting platforms such as Addepar.
Cash Flow Planning & Monitoring
Forward-looking visibility into liquidity needs across entities, including capital calls, distributions, tax payments, payroll, and household expenses, supporting informed and timely decisions.
Advisor & Tax Coordination
We serve as the operational point of contact between the family and its CPAs, attorneys, bankers, and investment advisors, providing organized records and timely responses throughout the year.
White-Label Services for Advisors
Every Centurion service can be delivered under your firm's brand. RIAs, investment advisors, and multi-family offices offer their clients full family office support without sharing the relationship. The work is ours; the relationship stays yours.