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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. 

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. We've introduced 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. That's where Aquilance comes in. We'll empower 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. Let's get started.

    Online offer only. Limited availability. Subject to application approval..

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.    

    Online offer only. Limited availability. Subject to application approval. 

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.    

  Online offer only. Limited availability. Subject to application approval.

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.  

    Online offer only. Limited availability. Subject to application approval. 

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.  

  Online offer only. Limited availability. Subject to application approval.

  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. 

    Online offer only. Limited availability. Subject to application approval. 

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

    Online offer only. Limited availability. Subject to application approval. 

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.  

    Online offer only. Limited availability. Subject to application approval. 

Who We're For 

Whether you're advising the ultra-wealthy or managing your own complex wealth, we're here to help. 

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. We'll help 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. We'll show 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. We can help expand your value, and your margins.

Advisors Building a Family Office Offering

Whether you’re rebranding or layering services for your best clients, we'll help 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. We'll show 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. Now you can 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. We'll show 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. We'll show 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.   We'll show 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. We'll reveal 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. We'll show 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. We'll explain how to integrate and deliver this capability across your network.  

Advisor Recruitment

Recruiting top advisors means offering more than investment management. We can outline 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. We'll help 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. We'll show 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. We can help expand your value, and your margins.

Advisors Building a Family Office Offering

Whether you’re rebranding or layering services for your best clients, we'll help 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. We'll show 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. Now you can 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. We'll show 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. We'll show 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. We'll show 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. We'll reveal 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. We'll show 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. We'll explain how to integrate and deliver this capability across your network.  

Advisor Recruitment

Recruiting top advisors means offering more than investment management. We can outline 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. We help bring order and visibility.

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. We'll help 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. We help 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.

    Online offer only. Limited availability. Subject to application approval. 

For Wealthy Individuals & Families 

Entrepreneurs with Complex Finances  

You run a business (or exited one) and juggle personal and professional finances. We help bring order and visibility.

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. We'll help 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.

    Online offer only. Limited availability. Subject to application approval. 

How Does It Work?

If you like what you see, here’s what to expect: 

1️⃣Request a private strategy workshop    

Work one-on-one with an Aquilance subject-matter-expert to map your clients’ complexity and plan your service model.

    Online offer only. Limited availability. Subject to application approval. 

2️⃣Map your financial landscape (or your clients')

Preparing for a meeting with a cutting-edge service provider is a lot easier than it used to be. No gathering up statements, files, or shoeboxes. Just make some simple notes: How many accounts do you have? How many properties? How many legal entities, trusts, or partnerships? What types of investments are in play? Note your bill-payment workflow and any existing reporting. This is the foundation for understanding your true scope.   

3️⃣Identify the gaps  

With your map in hand, look for where things fall short. Are bills always paid on time? Is transaction categorization consistent? Are reports giving you what you need for tax planning, investment oversight, or family communication? Are all entities correctly reflected in cash flow and balance sheet reporting? If not, these gaps are clear candidates for outside help.

4️⃣Hold your private workshop  

This confidential meeting typically includes: 

- A walkthrough of your current setup, including any existing reporting 

- A discussion of priorities, pain points, and information gaps 

- Clarification of what a transition would involve, including timeframes, cost structure, and technology 

This session is consultative in nature. The Aquilance team will also explain how onboarding works, what security measures are in place, and what kind of visibility clients and partners can expect.   

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 payment, 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.

    Online offer only. Limited availability. Subject to application approval. 

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. 

    Online offer only. Limited availability. Subject to application approval. 

Frequently Asked Questions

 💼 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. 

    Online offer only. Limited availability. Subject to application approval. 

© 2025 Aquilance | www.aquilance.com | [email protected] | +1 (215) 555-0198  

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.