Family Office Platform & Administration

We recognise the administrative challenges associated with operating and maintaining private investment vehicles and funds. We customise our family office services to meet your specific needs, which may also involve providing services to others in your network. We facilitate family meetings and keep stakeholders informed about general financial matters and upcoming plans.

We design our services to manage your:

• Administrative tasks

• Accounting

• Invoice payments

• Budget tracking and expenditures

When required, Bolder provides advisory services to individuals, families and family offices on complex issues, including governance, private equity structuring and succession planning. We also assist with wealth structuring and planning, capital raising and trust services.

In addition to these services, our comprehensive back-office support enables you and your family office to gain a thorough understanding of your total assets.

Contact us now to explore how our platform and services can streamline your operations.