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Altree Financial Group Integrates Admin System

Altree Financial® is pleased to announce its decision to acquire and implement a new enterprise class solution suite for...

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Altree featured in MENA FM

Altree was pleased to be asked by MENA FM to share its insights on the importance of jurisdictional prudence...

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Family Office

Compliance Services

Comprehensive compliance and regulatory services 

Regulatory reform has caused many single and multi-family offices to look for alternative means of meeting their fiduciary needs. Altree Services has a deep understanding of the complexities associated with multi-jurisdictional regulatory compliance. Our services include, but are not limited to:

  • Maintenance of official books and records
  • Provision of registered office
  • Coordination of investment advisors and service providers
  • Preparation of financial budgets and forecasts
  • Preparation of investment policy statements
  • Wire preparation, invoicing and bill payment
     

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