We understand the administrative burden of operating and maintaining private investment vehicles and funds. With our platform, we can manage administrations, accounting, payment of invoices and keep track of budgets and expenditures.
Bolder advises individuals, families, and family offices on complex issues like governance, private equity structuring and succession planning. We also assist with wealth structuring and planning, capital raises and trust services. As with all our client relationships, we tailor our family office services to you and your needs, which may mean providing services to others. We attend and facilitate family meetings, inform others about general financial matters and plans.
On technology and reporting: we offer consolidated reporting services that include full support of our back offices and reconciliation teams, leaving you and your team to focus on a comprehensive view of your total assets.