Managing complex family wealth requires more than accurate bookkeeping. With multiple entities, trusts, investments, and beneficiaries, family offices need reliable financial information and an efficient structure to support day-to-day operations.
Veridian Accountants & Advisors combines specialized family office accounting expertise with SumIt Accounting, a platform built specifically for high-net-worth families and family offices. Together, we provide the accounting infrastructure, financial reporting, and ongoing support families need without the expense of building a large in-house team.
Who We Serve
Our services are designed for families and family offices navigating complex financial structures, including:
- Families establishing a single-family office following a business sale or other liquidity event
- Families managing assets across multiple entities, partnerships, trusts, and holding companies
- Multi-generational families requiring detailed reporting across beneficiaries or family branches
- Established family offices seeking to streamline accounting operations and reduce administrative overhead
Our Services
SumIt Implementation & Administration
We handle the setup, configuration, and ongoing administration of SumIt Accounting, creating a financial reporting structure aligned with each family’s ownership and entity relationships.
Services include:
- Chart of accounts and entity structure configuration
- Bank and custodian feed integration
- Account reconciliations and ongoing platform administration
- Customized reporting and user access management
Outsourced Family Office Accounting
Our team manages the ongoing accounting and financial reporting needs of the family office, providing accurate, timely information to support informed decision-making.
Services include:
- Multi-entity bookkeeping and consolidation
- Cash management and intercompany tracking
- Entity- and beneficiary-level financial reporting
- Consolidated financial statements and customized reporting packages
- Tax-ready workpapers and K-1 coordination with the family’s tax advisors
Why Veridian + SumIt?
SumIt Accounting is designed to address the complexities of family wealth, including layered ownership structures, multiple related entities, and reporting requirements across principals, trustees, beneficiaries, and advisors.
Veridian brings the accounting expertise and ongoing oversight needed to put that technology to work. Our approach gives families access to sophisticated financial infrastructure and dependable accounting support while maintaining the flexibility of a lean family office.
Build a more efficient family office.
Connect with our team to learn how Veridian and SumIt Accounting can simplify your family’s financial operations.
