We offer a family office solution that goes beyond the conventional and empowers families to access the same level of comprehensive financial management previously reserved for the ultra-wealthy.
At Actuarius, we specialize in providing unmatched financial services for family offices with significant assets. We understand that managing and preserving your wealth is a top priority. That’s why we offer a unique approach that combines cutting-edge technology with personalized expertise. Our mission is to help you elevate your wealth management, so you can focus on what truly matters: securing your financial legacy.
Just like we do for small businesses, we start by getting to know you and your unique financial situation. We believe that each family is different, and your financial strategy should reflect that. Our team works closely with you to understand your goals, values, and aspirations.
Once we have a clear picture of your financial world, we meticulously identify every account, asset, and liability – from bank accounts and real estate to investments and personal expenses. This is where our proprietary CORE accounting technology shines. We create CORE tiles for each element in your financial universe, providing a dedicated space to track and manage every detail.
Our goal is to empower you with the same level of financial insight and control that our small business clients enjoy. With CORE, we effortlessly produce a personal financial statement that showcases the current value of your assets and the details of your liabilities. This statement is the cornerstone of your wealth management strategy, giving you a clear snapshot of your net worth.
Our approach often uncovers hidden fees and cost-saving opportunities that may have eluded your attention in the past. We’ve saved our clients significant amounts by identifying and addressing unnecessary expenses. Moreover, our system ensures complete transparency, so you’ll always know where your money is going.
By connecting the dots in your financial world, we empower you to take an active role in managing your wealth. No longer will your financial statement be a static document; it will become a dynamic tool that guides your decision-making.
At Actuarius, we are democratizing the family office space, making these services accessible to families with significant assets. We turn on lights that have never been turned on, giving you a newfound understanding of your financial world.
Contact us today to learn how our family office services can transform your financial outlook.
Banks and Credit Cards: For bank and credit card accounts, we offer competitive pricing, starting at just $300 per account per year with annual updates (once a year). Clients have the flexibility to adjust the integration frequency to their preferences.
Our services for brokerage accounts are priced at $300 per account per year with annual updates.
We offer a flat fee of $250 per account per year for retirement accounts and other assets with annual updates.
If you have businesses or ventures, our services are available at $250 per account per year. We track all historical costs and adjust the account to estimated market value.
Our services for residences and other real estate properties are priced at $250 per account per year with annual updates.
We understand that every family’s financial needs are unique. That’s why we offer the flexibility to customize both the fee and the service frequency. Clients can choose the integration frequency that best aligns with their preferences, whether it’s annual, semi-annual, or quarterly.
Our monthly fee is simple and transparent: it’s based on the number of accounts, the frequency of integrations (daily, monthly, quarterly), and the services you select.
We believe this structure delivers exceptional value – full family-office clarity, generational visibility, and peace of mind – at a fraction of the cost of traditional in-house solutions or high-end advisory overhead. You customize the level of service to fit your needs, while we handle the heavy lifting behind the scenes.
At Actuarius, we’re making real family-office infrastructure accessible to families who’ve never had it before – the $2M–$150M range that has historically been priced out. We turn on lights that have never been turned on.
We give you a clear, complete view of your financial world – where every dollar comes from, where it goes, and how it all changes your net worth over time. No judgment. No scorecard. Just visibility that builds confidence, reduces surprises, and lets you live your life on purpose.
The result?
A newfound understanding of the wealth you’ve built, the trajectory you’re on, and the legacy you’re creating – all without the traditional cost or complexity.
This is family-office clarity, reimagined – for families who deserve it.
For a customized quote based on your specific needs or to discuss how our services can benefit your family, please feel free to contact us directly.
