Single-Family Offices
Practitioner-led operations tuned for clarity and cadence—quietly enhanced by modern intelligence, delivered with human discretion.
Automated multi-entity roll-ups with clean eliminations for a unified view of your entire portfolio
Our team implements multi-layered diagnostic checks to flag miscodings, anomalies, and timing mismatches before the close. We ensure data integrity through a disciplined review process that prevents errors from ever reaching your final reports.
We translate complex accounting data into clear, plain-language insights. As we institutionalize your back office, we provide a direct line to the narrative behind the numbers—allowing you to get instant, filterable views of your position without waiting for month-end.
Role-based approval workflows and auditable task trails that protect assets and enforce internal controls.
Always-on cash visibility, automated reconciliations, and capital call readiness for private equity commitments.
Encryption at rest and in transit. Your data is isolated; we do not use client information for external model training.
What’s included—tailored to your portfolio
You get a dependable operating rhythm, then we tune the depth—entities, reporting, controls—to fit how your family works.
The Cadence
- Monthly/Quarterly close (P&L, Balance Sheet, Cash Flow)
- Multi-bank reconciliations & cash visibility
- AI-assisted variance and anomaly checks
- GL management, AP/AR, bill pay & treasury
- Performance tracking across custodians
- Review call + action log
Tools accelerate the work; people own the outcome.
- Bill pay, approvals, cash positioning
- AP/AR and payroll coordination
- Multi-bank recon and liquidity view
- Close pack + consolidated dashboards
- Variance commentary (human-written)
- Natural-language views for ad-hoc questions
- Entity administration & document control
- Compliance calendar with reminders
- Traceable approvals and audit trails
- Entity administration & document control
- Compliance calendar with reminders
- Traceable approvals and audit trails
- With your CPA, counsel, and bankers
- Systems design, data plumbing, automations
- Migrations and one-off special projects
Example engagement shapes
Cadence + Reporting & Intelligence. Great for HNWIs or early SFOs.
Cadence + Reporting + Portfolio & Liquidity depth.
Cadence + Entities & Compliance + Consolidations + Advisory coordination.
What you’ll actually see
FAQs
We begin with a diagnostic audit of your current entities, tech stack, and reporting rhythm. From there, we design a 90-day roadmap to stabilize your data, migrate your systems if necessary, and transition you into a consistent operational cadence.
Yes. While our model is most effective as a unified engine, we can engage for specific needs—such as a tech-stack overhaul, institutionalizing your close process, or a one-time project to model your capital trajectory.
No. We serve as the central hub that connects them. We provide your CPA, attorneys, and investment advisors with the clean, audit-ready data they need to do their jobs effectively. We are the architects of the data; they remain the specialists in their respective fields.
We follow a “Privacy by Design” framework. Your data is encrypted, isolated, and never used to train external models. We leverage technology to automate manual workflows and flag anomalies, but your proprietary information remains strictly within your private environment.
You receive a consolidated executive dashboard that provides a “single source of truth.” It summarizes liquidity, asset performance, and return-goal alignment. You can view high-level trajectories at a glance or drill down into entity-level transactions in real-time.
Our fees are customized based on the scale of assets under management and the specific complexity of your entities. We provide a tailored engagement structure that is reviewed periodically to ensure our support stays aligned with your current needs as they grow or evolve. This ensures a predictable cost that reflects the actual level of stewardship required.
Why Sovel for
your family office
You get a dependable operating rhythm, then we tune the depth—entities, reporting, controls—to fit how your family works.
- Cadence that sticksClean books, on time.
- Audit-ready by defaultMapped entities, traceable decisions.
- Clear liquidityCash, capital calls, distributions at a glance.
- One story of the numbersPerformance + operations in sync.
- Time back for real decisionsLess reconciling, more allocating.
- Typical AUM $30M–$200M
- Multi-entity complexity or fast-growing portfolio
- Practitioner team + modern tools
- Modular start with room to scale
Back office,
handled.
Your wealth deserves a system engineered for clarity and confidence. SovelGroup is here to build it with you.