Accounting software for family offices
Stop struggling with complex and intricate problems at your family office.
Our approach
Finally, an easy way to collect and view family office data
A well-structured accounting system is vital for Family Offices with complex reporting needs. Partnering with Sikich gives you tailored technology solutions backed by decades of CPA expertise.
Trusted
All the family office expertise you need in one place
As a top 35 CPA firm and top 1% ERP partner, we help Family Offices manage investments, cash flow, and wealth with compliant, consolidated bookkeeping—backed by proven tools, best practices, and Microsoft Inner Circle expertise.
SOlutions
Compliant, streamlined bookkeeping
Ownership accounting
Sikich Family Office Management streamlines ownership accounting with investment tracking, capital calls, secure docs and on-demand tax projections.
Financial management
Dynamic financial reporting, flexible accounts, inter-entity automation, multi-book oversight — all in one scalable platform.
Treasure management
Precise earnings distribution, real-time accruals, FMV tracking and sweep strategies unify treasury for family offices.
Taxable income management
Entity-specific tax projections with GL data, K-1 integration, S-Corp compliance and tax software compatibility.
Global capabilities
Centralized vouchers/checks, precise tax accruals and secure EFTs streamline global financial operations with clarity.
Deployment options
Deploy on-premise or cloud to fit your family office needs, with robust performance reporting.
Contact us
