Single Family Offices
Every entity, every asset, one clean ledger.
A family office doesn't run on public markets alone. Alternatives don't arrive in clean feeds — they arrive in PDFs and capital statements that take a senior associate a week to process. Archway is built for that reality: the IBOR and the ABOR, one general ledger, with look-through across every entity, and alternative investment accounting that doesn't require a workaround.
Trusted with the books of record behind the world's most complex wealth structures.
550+
families on the Archway Platform.
24
years
supporting complex family office accounting, reporting, and operations.
$850B+
in assets on the Archway Platform.
21
years
longest-running client relationship on the Archway Platform.
If you're running the books for a single family office
We know what's sitting on your desk right now.
Fourteen legal entities and counting. Three sources on four different reporting cadences. A trust amendment sitting on your desk waiting to be reflected in the chart of accounts. A principal who wants to know where the household's liquidity will be at quarter-end — and doesn't want the answer on Wednesday.
What separates family office accounting from every other kind of accounting isn't the numbers. It's the structural reality that every position, every transaction and every reported number has to trace cleanly through entities, trusts, partnerships and generations of ownership — and survive audit, trust review and the question a principal asks on a Tuesday morning without notice.
The books have to reconcile. The numbers have to be right. The person who picks up the phone has to understand the structure. That's the job Archway was built for, and the job our team does alongside yours.
The platform
An accounting platform built for wealth structures from the ground up.
Most platforms in this category layer reporting on top of a third-party accounting product. Archway's reporting is the general ledger — the same record producing the same number across investment reporting and financial reporting. The IBOR and the ABOR resolved at the source, with the audit trail to match.
A general ledger built for complex wealth structures.
Look-through reporting across trusts, LLCs, partnerships and foundations. Inter-entity eliminations that run on a schedule, not a spreadsheet. A custom chart of accounts that reflects how your family office actually holds wealth. Built for multi-entity wealth structures from the start — running them for twenty-four years.
Every source, every format, every night.
Direct feeds from nearly 200 sources — major US and international banks, prime brokers, clearing firms, plus the regional and local banks other platforms don't cover. One reconciliation workflow into the book of record, every night.
Reports that match the book of record, because they come from it.
Configurable report packages at the entity, household, family or principal level. Every figure on every report traces back to a single ledger entry.
Alternatives, processed inside the platform — not alongside it.
Capital account statements, quarterly letters, K-1s and partnership reports — ingested directly. No separate alternatives system. No senior associate translating PDFs into journal entries.
The services
Three operations we run alongside you, or instead of you.
Some work in a family office can't be automated — it has to be operated. These are the three we run most often, delivered by a team that uses the same platform you do.
Clients stay for the team
"Consolidating our accounting, bill pay, investment, and multi-tiered partnership reporting onto Archway removed layers of operational complexity we'd accepted for years. Our reporting ties out cleanly, and we deliver timely, accurate information to family and advisors with confidence."
Single Family Office
·
Chief Financial Officer
Responsive because they're experts. Ready because they never stopped running your books.
Our family office services team has sat in the seat you're sitting in now.
Archway's services team is accounting and operations specialists — not generalists, not a support queue, not a ticket system. They run your books. They know your structure.
Tenure is measured by generations, not engagements.
When the principal asks. When the auditor is on the line. When the close has to be signed off before quarter-end. The person who picks it up has been running these books for years. The answer is already there.
FAQ
What serious evaluators ask.
How does Archway compare to other family office reporting and accounting platforms?
Archway is differentiated by its ledger-based architecture and operating services team working on the same platform. For single family offices managing complex entities, alternatives, investment reporting, accounting workflows, and financial reporting requirements, this connection creates a more unified foundation than systems that treat reporting, accounting, and operations as separate functions.
How is pricing structured?
Fixed annual pricing is based on scope, including entities, service model, and capabilities included, not assets under administration. Estimated pricing is provided after an initial conversation and scoping process.
Can your team close the books for us, or do we close them?
You have options. Some clients use Archway’s team to close periods, while others operate the platform internally or use a hybrid model. The same platform and general ledger support each operating model.
How do you handle the custodians we use?
Archway supports direct data feeds with major U.S. and international custodians. For niche custodians or sources without direct integrations, Archway can support ingestion through file-based, API-based, or manual workflows. We build new integrations regularly for our clients.
Do we need to move everything at once?
We recommend moving all entities and accounts at the same time to reduce the operational burden on your team. Using multiple accounting systems is taxing, causing distractions and increasing the chances of errors. The system is designed to grow with families over time, but a clear cutover is in your best interest.
How long does implementation actually take?
Implementation timelines vary based on the number of entities, accounts, custodians, asset classes, historical data requirements, reporting needs, and service model. During scoping, Archway defines a realistic implementation plan and timeline based on the complexity of the family office structure and availability of your team.
Start the conversation
Tell us what you're managing. We'll route you to the practitioner closest to your work.
A short call with someone who has done the work — not a sales team. If we're the right fit, we'll show you how. If we aren't, we'll say so.
Reading for family office CFOs and controllers.
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