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For Families of Significant Wealth and Their Advisors,
Managing personal wealth shouldn't lead to administrative burdens, stress, and missed opportunities. In today's complex financial landscape, both affluent families and their financial advisors seek a simpler, more elegant approach to handling the day-to-day financial operations. One that mirrors the precision of a well-run business.
This is precisely why we wrote the Aquilance HNW/UHNW Financial Administration Playbook. It's a practical guide, born from real-world experience, designed to streamline and elevate how personal finances are managed.
For Families of Significant Wealth: Imagine your personal finances administered with the same clarity and sophistication of a well-run business, without the everyday hassle. Our playbook introduces a solution for seamless bill payment, meticulous personal bookkeeping, clear cash flow reporting, and more. Reclaim your time and peace of mind, knowing your personal financial life is handled with unparalleled professionalism.
For the Advisors Who Serve Them: Your clients demand family office-level service, but building that in-house is often cost-prohibitive and time-consuming. This playbook empowers you to expand your service model to include essential operational support like bill payment and personalized accounting, all without adding staff or operational risk. Reclaim your purpose, deepen client relationships, and differentiate your firm by delivering truly comprehensive wealth management.
Discover how this approach allows you to deliver exceptional service and simplify even the most complex personal financial lives. Download the Playbook to explore the future of wealth management.
Free resource, bonus materials, and more.
Protect Family Legacy with Accurate Records
By ensuring families maintain up-to-date statements of net worth, cash flow history, and asset/debt details, Aquilance helps align clients' long-term goals and prevents costly assumptions.
Fulfill the Promise of Holistic Planning
Clients are promised “comprehensive wealth management,” but most firms stop at investments. Aquilance handles bill pay, spending, and liquidity, so you can finally deliver the holistic service clients expect.
Turn Hidden Spending into Purposeful Planning
Most UHNW clients don’t really understand where their money goes, exactly how much they’re spending, or how it impacts their long-term goals. Aquilance gives families and advisors the visibility they need to align cash flow with purpose, support intentional living, and preserve wealth across generations.
Free resource, bonus materials, and more.
Protect Family Legacy with Accurate Records
By ensuring families maintain up-to-date statements of net worth, cash flow history, and asset/debt details, Aquilance helps align clients' long-term goals and prevents costly assumptions.
Fulfill the Promise of Holistic Planning
Clients are promised “comprehensive wealth management,” but most firms stop at investments. Aquilance handles bill pay, spending, and liquidity, so you can finally deliver the holistic service clients expect.
Turn Hidden Spending into Purposeful Planning
Most UHNW clients don’t really understand where their money goes, exactly how much they’re spending, or how it impacts their long-term goals. Aquilance gives families and advisors the visibility they need to align cash flow with purpose, support intentional living, and preserve wealth across generations.
Free resource, bonus materials, and more.
Embrace Freedom. Serve Better. Grow Together.
The keys to simplifying complex wealth while deepening trust and delivering lasting value.
🧾
Offload the Admin.
Elevate the Experience.
Remove the daily friction of bill pay, bookkeeping, and reporting. When the back office runs smoothly, life does too.
🧠
Gain Clarity and Control
Real-time cash flow and net worth reporting across entities, accounts, and assets, so families and advisors can make confident decisions together.
🤝
Strengthen the Relationship
High-net-worth clients stay loyal to firms that handle complexity with care. Advisors who deliver that care grow through referrals.
📊
Scale Without Sacrificing Service
Aquilance becomes your operational partner, so firms grow without adding staff, and families receive uncompromising support.
🔐
Reduce Risk, Protect Privacy
From cybersecurity to compliance, every process is designed to protect families and preserve firm reputation.
Free resource, bonus materials, and more.
Embrace Freedom.
Serve Better.
Grow Together.
The keys to simplifying complex wealth while deepening trust and delivering lasting value.
🧾
Offload the Admin.
Elevate the Experience.
Remove the daily friction of bill pay, bookkeeping, and reporting. When the back office runs smoothly, life does too.
🧠
Gain Clarity and Control
Real-time cash flow and net worth reporting across entities, accounts, and assets, so families and advisors can make confident decisions together.
🤝
Strengthen the Relationship
High-net-worth clients stay loyal to firms that handle complexity with care. Advisors who deliver that care grow through referrals.
📊
Scale Without Sacrificing Service
Aquilance becomes your operational partner, so firms grow without adding staff, and families receive uncompromising support.
🔐
Reduce Risk, Protect Privacy
From cybersecurity to compliance, every process is designed to protect families and preserve firm reputation.
Free resource, bonus materials, and more.
Top Ten Reasons Advisors and Wealthy Families Partner With Aquilance
(Or switch to us after experiencing the alternatives)
1️⃣We Simplify Complex Financial Lives
From families with multiple homes to multiple entities, we bring order and precision to what used to feel overwhelming.
2️⃣We Handle the Mundane, So You Can Focus on What Matters
Bill payment, bookkeeping, and reporting are essential, but they shouldn’t eat up your time or mental bandwidth.
3️⃣We’re Trusted by Advisors and the Ultra-Wealthy Alike
Advisors refer their best clients to us. Families rely on us like internal staff. We earn trust by making complexity disappear.
4️⃣We Make You More Referable
Advisors who use Aquilance stand out by solving real-life problems. Clients refer you not just for your returns, but for the relief you provide.
5️⃣We Reduce Operational Risk
No more shadow systems, impersonation risks, or staff overreach. We bring institutional-quality processes to personal finances.
6️⃣We Improve Clarity for Planning and Decision-Making
With real-time cash flow visibility, spending insights, and entity-level reporting, families and advisors finally see the full picture.
7️⃣We Scale With You. No New Hires Needed
Whether your wealth firm serves 50 families or 5,000, we help you expand your service model without adding staff or infrastructure.
8️⃣We’re Built for UHNW Complexity
Most vendors weren’t designed for $10M+ clients. We were. Beyond bill payment, we can handle ILIT administration, partnership accounting, multi-generational reporting, and more. If it involves financial administration for UHNW individuals, we’re probably already doing it for another family.
9️⃣We Deliver With Discretion and Care
You won’t see us in the spotlight. Our role is behind the scenes. Executing flawlessly, securely, and invisibly.
🔟We Help You Build a Better Firm or Financial Life
Whether you’re a client or an advisor, partnering with Aquilance frees you to focus on what matters most: growth, relationships, and purpose.
Free resource, bonus materials, and more.
What Clients Say About Aquilance
"I have used the services of Aquilance for over two decades. They have provided great service and saved me an enormous amount of time. I can’t imagine paying my bills without them. Never had an issue with security or control. It is a very professional organization."
- J.M. / GREENWICH, CT
"For over 25 years, we have relied on Aquilance to help us manage our personal finances. They have never failed to provide us with very high quality and timely services."
- D.S. / NEW YORK, NY
"Aquilance has been life changing for me. I spent what seemed like an eternity receiving past due statements or checks returned for overpayment as a result of my prior method of paying bills. I couldn’t recommend them more emphatically."
- S.S. / NEW YORK, NY
"It has been a privilege to have the services of Aquilance for over 18 years. The quality of their services is exemplified by integrity, transparency, and efficiency. I highly recommend their services."
- L.J. / BETHESDA, MD
Free resource, bonus materials, and more.
Building a Better Life, Business, and Client Experience
The essential infrastructure for managing complex financial lives.
Fully Managed Bill Payment
Our team handles recurring bills, ad hoc requests, and vendor coordination. So nothing falls through the cracks, and your time is freed for what matters most.
Personal Bookkeeping & Reconciliation
Track expenses, income, and account activity across households, trusts, and entities. Stay organized with monthly reconciliations and easy-to-read summaries.
Cash Flow Visibility & Reporting
Understand how money moves. We deliver timely, consolidated reporting across accounts so advisors and clients can make smarter, faster decisions.
Entity-Level Accounting & Support
Whether it’s trusts, foundations, operating companies, or personal accounts, we allocate, track, and report with precision so every dollar is accounted for.
Additional Services
Aquilance supplements its core services with a broad spectrum of supplementary administrative services, tailored to the nuanced needs of high‑net‑worth families. These include ILIT (Irrevocable Life Insurance Trust) administration, medical claims processing, domestic payroll services, property & casualty insurance reviews, as well as family office consulting and structuring. These services are designed to be used modularly or bundled to create a fully integrated, customized financial administration solution.
Free resource, bonus materials, and more.
Who Is
This Playbook For?
Whether you're advising the ultra-wealthy or managing your own complex wealth, this resource was designed for you.
For Advisors and Wealth Management Firms
Firms Paying Bills for Some Top Clients Already
You’re already involved in bill pay, account access, and money movement. You're navigating the Cash Custody Rule. This playbook helps you standardize, scale, and de-risk the process.
Firms Avoiding Cash Management (But Want In)
You’ve steered clear of personal bill pay and cash oversight due to risk, complexity, or staffing. This shows you how to deliver a valuable service, compliantly and profitably.
Advisors Whose Clients Ask for More
Clients need help with bills, liquidity tracking, entity-level accounting, or spending reports. Now you can say yes with a complete, white-label solution.
Firms Whose Admins Are Maxed Out
Internal teams are drowning in ad hoc client asks. This system frees your staff to focus on high-impact work, not household invoices.
Advisors Serving UHNW Niches
Athletes, Entertainers, Equestrians, Executives, entrepreneurs, and multi-generational families require more than portfolio oversight. This playbook expands your value, and your margins.
Advisors Building a Family Office Offering
Whether you’re rebranding or layering services for your best clients, this playbook helps you level up without adding infrastructure.
Firms Competing Upmarket
You’re winning clients with $5M–$25M+ in net worth and want to deliver on their expectations. This playbook shows you how to make them stay.
Advisors Looking to Move Up-Market
You’ve built trust with affluent clients. Now you’re ready to attract families with greater complexity, deeper needs, and higher expectations. This playbook helps you level up.
Advisors Bringing Family Office-Style Service to $10M+ Clients
You want to differentiate your firm with premium support typically reserved for the ultra-wealthy. This guide shows you how to deliver it, efficiently and compliantly.
Firms Wondering if They Should Build or Partner
You want to differentiate your firm with premium support typically reserved for the ultra-wealthy. This guide shows you how to deliver it, efficiently and compliantly.
Partner Plays (Minority Stake Partnerships)
If your firm invests in minority stakes, you need ways to add tangible operational value to potential partner firms. This guide shows you how to use premium bill payment and bookkeeping services as a differentiator in your pitch.
National Enterprises and Mega RIAs
Large, multi-office enterprises face unique challenges scaling high-touch services for UHNW clients. This guide reveals how to integrate a proven, fully managed execution model without overloading your internal teams.
TAMPs
As a TAMP, adding family office-style execution strengthens your platform’s value proposition and deepens advisor relationships. This guide shows you how to offer these services at scale, efficiently and compliantly.
RIA Platforms
If your RIA platform supports independent advisors, giving them access to premium bill payment and bookkeeping services can set you apart. This guide explains how to integrate and deliver this capability across your network.
Advisor Recruitment
Recruiting top advisors means offering more than investment management. This guide outlines how to position high-touch client administration services as part of your recruitment value prop, helping you win talent in competitive markets.
For Advisors and Wealth Management Firms
(Scroll to next section for individual and family profiles)
Firms Paying Bills for Some Top Clients Already
You’re already involved in bill pay, account access, and money movement. You're navigating the Cash Custody Rule. This playbook helps you standardize, scale, and de-risk the process.
Firms Avoiding Cash Management (But Want In)
You’ve steered clear of personal bill payment and cash oversight due to risk, complexity, or staffing. This shows you how to deliver a valuable service, compliantly and profitably.
Advisors Whose Clients Ask for More
Clients need help with bills, liquidity tracking, entity-level accounting, or spending reports. Now you can say yes with a complete, white-label solution.
Firms Whose Admins Are Maxed Out
Internal teams are drowning in ad hoc client asks. This system frees your staff to focus on high-impact work, not household invoices.
Advisors Serving UHNW Niches
Athletes, Entertainers, Equestrians, Executives, entrepreneurs, and multi-generational families require more than portfolio oversight. This playbook expands your value, and your margins.
Advisors Building a Family Office Offering
Whether you’re rebranding or layering services for your best clients, this playbook helps you level up without adding infrastructure.
Firms Competing Upmarket
You’re winning clients with $5M–$25M+ in net worth and want to deliver on their expectations. This playbook shows you how to make them stay.
Advisors Looking to Move Up-Market
You’ve built trust with affluent clients. Now you’re ready to attract families with greater complexity, deeper needs, and higher expectations. This playbook helps you level up.
Advisors Bringing Family Office-Style Service to $10M+ Clients
You want to differentiate your firm with premium support typically reserved for the ultra-wealthy. This guide shows you how to deliver it, efficiently and compliantly.
Firms Wondering if They Should Build or Partner
You want to differentiate your firm with premium support typically reserved for the ultra-wealthy. This guide shows you how to deliver it, efficiently and compliantly.
Partner Plays (Minority Stake Partnerships)
If your firm invests in minority stakes, you need ways to add tangible operational value to potential partner firms. This guide shows you how to use premium bill payment and bookkeeping services as a differentiator in your pitch.
National Enterprises and Mega RIAs
Large, multi-office enterprises face unique challenges scaling high-touch services for UHNW clients. This guide reveals how to integrate a proven, fully managed execution model without overloading your internal teams.
TAMPs
As a TAMP, adding family office-style execution strengthens your platform’s value proposition and deepens advisor relationships. This guide shows you how to offer these services at scale, efficiently and compliantly.
RIA Platforms
If your RIA platform supports independent advisors, giving them access to premium bill payment and bookkeeping services can set you apart. This guide explains how to integrate and deliver this capability across your network.
Advisor Recruitment
Recruiting top advisors means offering more than investment management. This guide outlines how to position high-touch client administration services as part of your recruitment value prop, helping you win talent in competitive markets.
For Wealthy Individuals & Families
Entrepreneurs with Complex Finances
You run a business (or exited one) and juggle personal and professional finances. This playbook brings order and visibilit
C-Suite Executives
You have compensation packages, stock options, multiple homes, and a demanding schedule. We make life easier and safer.
Newly Wealthy (Liquidity Events)
Recently exited entrepreneurs and others who now have a life-changing amount of month often feel overwhelmed by new responsibilities. We handle the financial admin while you adjust.
Widows & Divorcees
Your financial life changed overnight. We offer structure, clarity, and discretion so you can move forward with confidence.
Family Stewards
You’re managing the finances for aging parents, adult children, or across generations. This helps you coordinate the details without burning out.
Physicians & Other High-Income Professionals
Earning more doesn’t mean more time. We simplify the behind-the-scenes so you can focus on work and life.
Sports & Entertainment Professionals
Fast-moving lives require rock-solid systems. We provide the financial stability behind the spotlight.
Philanthropic Families
You have giving vehicles, donor-advised funds, and entities to track. We simplify the accounting, so you can focus on impact.
Multi-Entity Families
If you own property, trusts, LLCs, or operating companies, we organize your reporting and ensure nothing falls through the cracks.
Real Estate Investors
You manage a portfolio of properties. We centralize bill payment, cash flow, and reporting across it all.
Retired but Active
You’ve stepped back from work but remain active in investments, philanthropy, and travel. We support the lifestyle behind the scenes.
International Families
Managing finances across borders? We bring structure and clarity to your U.S.-based affairs.
Hedge Fund and Private Equity Founders or GPs
Your business complexity often comes with personal financial complexity. We help you manage it all with discretion and care.
Trust Beneficiaries
You’re responsible for distributions, expenses, or reporting. We bring structure and visibility.
Founders Preparing for Exit
You’re not quite liquid yet, but complexity has arrived. This helps you prepare—and stay organized post-liquidity.
Anyone Overwhelmed by the Admin
Even highly capable people get bogged down by personal finance logistics. We’re here to make life lighter.
Families with Household Staff
We track payroll, vendor bills, and household budgets with precision and care.
Financially Responsible Spouses & Family
You manage the books—or wish someone else did. We offer relief without giving up control.
Free resource, bonus materials, and more.
How Does It Work?
If you like what you see, here’s what to expect:
1️⃣Click and complete the form to access the Playbook
You'll receive:
✅Immediate access to the full guide
✅Bonus materials
✅Email insights
Free resource, bonus materials, and more.
2️⃣Review the Playbook at your own pace
Practical, clear steps you can implement right away.
3️⃣Follow the roadmap outlined in the Playbook to analyze and prepare
Advisors refer their best clients to us. Families rely on us like internal staff. We earn trust by making complexity disappear.
4️⃣Request a private strategy workshop
Work one-on-one with an Aquilance subject-matter-expert to map your clients’ complexity and plan your service model.
Complimentary session. Limited availability. Subject to Qualification.
5️⃣Consider the three ways to partner with Aquilance
For Advisors and Wealth Management Firms:
White-Label Our Services
Offer Aquilance execution under your brand. We operate as a seamless extension of your team—handling bill pay, cash flow, and reporting with white-glove precision.
Refer Clients with Complex Finances
Send high-complexity clients our way. We work alongside your firm to offload financial admin and enhance the value of your existing relationship.
For Affluent and Ultra-Affluent Individuals and Families:
Retain Us for Fully-Managed Personal Bookkeeping
Engage us directly to manage the day-to-day complexity of your financial life. From multiple homes and credit cards to entity cash flow and liquidity visibility.
Free resource, bonus materials, and more.
Our Commitment
What sets Aquilance apart?
We’re not just a vendor. We’re an extension of your team.
We deliver real, human-centric support for the daily, often-overlooked complexity that defines the UHNW client experience, so you can focus on building relationships, trust, and the purposeful work that drives your practice.
Free resource, bonus materials, and more.
Frequently Asked Questions
Q: What is the Aquilance HNW/UHNW Financial Administration Playbook?
A: A practical guide for advisors who want to integrate bill payment, bookkeeping, cash flow reporting, and entity-level accounting into their service model without adding internal overhead.
Q: Who is this for?
A: Advisors serving wealthy families who want to deliver true family office-style service in a professional, scalable way.
Q: Is there a cost?
A: No. The Playbook is a free resource designed to help advisors expand their service model and reduce operational risk.
Q: How do I get started?
A: Click below to access the Playbook and request your private workshop with an Aquilance specialist.
💼 For Advisors & Wealth Management Firms
Q: Can I white-label Aquilance as part of my firm’s offering?
A: Yes. We work behind the scenes as an operational extension of your team, delivering fully managed bill payment, personal bookkeeping, cash flow reporting, and entity-level accounting under your brand.
Q: We’ve avoided bill pay due to compliance risk. Can you help?
A: Yes. By having Aquilance handle bill payment directly, your firm avoids logging into client accounts or managing funds internally, which represent two common sources of compliance concern. Our processes are designed with regulatory considerations in mind, reducing common risks around custody, access, impersonation, and ad-hoc tools. The result is a streamlined, transparent process that takes work off your plate and keeps everything running smoothly.
Q: What’s the benefit of partnering with Aquilance instead of hiring staff?
A: Aquilance gives you a scalable, credentialed team that costs less than building in-house. We reduce overhead and complexity while elevating your client experience.
Q: Can you help us build a family office-style service for $10M+ clients?
A: That’s exactly what we do. Whether you’re expanding down-market, up-market, or looking to differentiate your firm, we help you offer premium support without reinventing your infrastructure.
👤 For Wealthy Individuals & Families
Q: What exactly do you do for clients like me?
A: We manage the day-to-day financial logistics: paying bills, reconciling accounts, organizing financial statements, and even running payroll and reporting across trusts, entities, and households, so you don’t have to.
Q: How do I know I can trust you with sensitive information?
A: We’ve been serving high-net-worth and ultra-high-net-worth clients since 1987. Our team includes credentialed professionals and operates with bank-grade controls, discretion, and integrity.
Q: I already have an advisor. Do you replace them?
A: Not at all. We complement your existing team, providing execution and reporting that makes your advisor’s job easier and your planning more effective.
Q: How does Aquilance work across my advisors?
A: All of the data/insights from Aquilance can be shared with your financial advisor, tax accountant, and estate planning attorney. You choose who we’re allowed to share with, and we’ll ensure they have access to your reporting. We’ll even create a Year-End Tax Report to eliminate the need for you to gather information for anything that might provide tax deductions or credits (i.e. charitable contributions, political contributions, 529 contributions, or improvements to your home or investment properties that could impact the cost basis).
Q: I’m newly wealthy and overwhelmed. Can you help me get organized?
A: Yes. Whether you’ve gone through a liquidity event, inheritance, or life change (like divorce or widowhood), we provide the infrastructure to bring clarity and confidence to your financial life.
Q: What if I own multiple homes or have complex legal structures?
A: That’s where we shine. We specialize in multi-entity households, real estate investors, blended families, and others with non-traditional financial footprints.
Free resource, bonus materials, and more.
Disclaimer: Aquilance provides outsourced financial administration services to clients through their trusted advisors. Aquilance is not a registered investment adviser and does not provide investment, tax, or legal advice.