TDG, Inc., manages the private wealth and operations of a high-net-worth family’s holdings in more than 200 entities. The family office uses Microsoft Dynamics to manage resources and provide operational and analytical support to ensure growth and value that can endure for generations to come.
The team was introduced to Sikich, an accounting, technology and advisory firm that specializes in enterprise resource planning. Sikich presented the Microsoft Dynamics ERP solution, which turned out to be the best choice. “We realized that the Dynamics solution could fit our very ‘square peg’ accounting needs at an affordable price—without too much customization,” says Wakefield. “Yet we still had the flexibility to tailor the solution to the unique processes of a family office.”
