What a great time celebrating the Holidays with our team and their significant others this past weekend. Wishing everyone a Happy Holiday season from the FWO Team!!
FWO Accounting & Consulting
Accounting
Carmel, IN 312 followers
Investment partnership accounting and software consultants for family offices, hedge funds, and private equity funds
About us
Investment partnership accounting consultants for family offices, hedge funds, and private equity funds Specialized experts in family office operations efficiency enhancements and widely used software, including the SEI Archway Platform, Eton AtlasFive, and Quickbooks Experienced family office software implementation consultants that have six sigma project management and public accounting backgrounds Finalists in the Family Wealth Report Awards for Best Accountancy Advisor
- Website
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https://fwoaccounting.com/
External link for FWO Accounting & Consulting
- Industry
- Accounting
- Company size
- 11-50 employees
- Headquarters
- Carmel, IN
- Type
- Privately Held
- Founded
- 2019
- Specialties
- Investment Accounting, Partnership Accounting, Operations Efficiency, Family Office, Family Office Software, Performance Reporting, Financial Technology, Portfolio Accounting, Fund Accounting, Exposure Reporting, Project Management, and High-Level Service
Locations
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Primary
Get directions
Carmel, IN, US
Employees at FWO Accounting & Consulting
Updates
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This morning, the FWO leadership team had the opportunity to sit down with Paul Edelman, PhD, PCC to explore his approach to helping families and leaders in the High Net Worth and Ultra High Net Worth space navigate change. Through meaningful conversations and strategic coaching, Paul supports families in tackling not just the financial complexities, but also the relational and decision-making challenges that come with significant wealth. Want to see how Paul Edelman helps families navigate complexity and thrive? Check out the full document for insights. Cori Rodda, CPA Marcus Pinczer Bryan Rodda #LeadershipDevelopment #WealthManagement #FamilyOffice #ExecutiveCoaching #HighNetWorth #UltraHighNetWorth #ChangeManagement #NextGenLeadership #LegacyPlanning #FamilyGovernance
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In our latest article, Cori Rodda, CPA, and Marcus Pinczer share the 10 essential questions to help you determine if your consultant truly understands fund accounting—or if they’re just fluent in buzzwords! Don’t miss these insights to make smarter choices for your business. https://lnkd.in/gvErdcwh
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FWO took on Nashville, TN during the SEI Family Office Services immersion to visit with some of our clients / friends who were attending. It was great catching up with old friends and making new friends!
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On Veteran’s Day we are indeed grateful for all who have served our great country, including our own Director of Accounting, Marcus Pinczer!
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Take a minute and check out the recent blog post from Cori Rodda, CPA on Boosting Your Investment Strategy with Clear Fund Accounting https://lnkd.in/gf52Drxe #FamilyOffice #FundAccounting #InvestmentPerformance #FinancialTransparency #PortfolioManagement #InvestmentStrategies #RealTimeReporting #TaxReporting #ABOR #IBOR #RiskManagement #Compliance #WealthManagement #InvestmentDecisions #PrivateEquity
Boost Your Investment Strategy with Clear Fund Accounting
fwoaccounting.com
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Fun just might be the competitive advantage you've been missing! Here is the link to our latest blog post: https://lnkd.in/ghSFsMRm Take a few minutes and read the most recent blog post from Bryan Rodda as he shares some insights about office fun and how it led to FWO's Summer Office Olympics.
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Take a few minutes to read our most recent blog post from Cori Rodda, CPA on Accounting Best Practices for Family Wealth Offices. #FamilyOfficeAccounting #WealthManagement #IntergenerationalWealth #AccountingPractices #FinancialReporting #TaxEfficiency #GAAPCompliance #IFRSStandards #CloudAccounting #AccountingSoftware #InternalControls #RiskManagement #FinancialConsulting #SuccessionPlanning #WealthPreservation https://lnkd.in/gAkRe2d6
Accounting Best Practices for Family Wealth Offices
fwoaccounting.com
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Read the blog for tips on Intrafamily loans!
"A formal approach to managing intrafamily loans would require the family office to define the various loan terms…This is especially crucial if the loan is between different branches of the family. Without appropriate documentation for expectations from all parties involved, there can be misunderstandings that breed resentment and distrust in the family office." Avoid easy mistakes by reading FWO’s new blog post, "Family Office Challenges Simplified: IntraFamily Loans" Written by Marcus Pinczer #FamilyOffice #IntrafamilyLoans #FinancialManagement #LiquiditySolutions #InvestmentStrategy #WealthManagement #PrivateWealth #FamilyWealth #EstatePlanning #AFRrates https://lnkd.in/g7JEDatA
Family Office Challenges, Simplified: Intrafamily Loans
fwoaccounting.com
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"A formal approach to managing intrafamily loans would require the family office to define the various loan terms…This is especially crucial if the loan is between different branches of the family. Without appropriate documentation for expectations from all parties involved, there can be misunderstandings that breed resentment and distrust in the family office." Avoid easy mistakes by reading FWO’s new blog post, "Family Office Challenges Simplified: IntraFamily Loans" Written by Marcus Pinczer #FamilyOffice #IntrafamilyLoans #FinancialManagement #LiquiditySolutions #InvestmentStrategy #WealthManagement #PrivateWealth #FamilyWealth #EstatePlanning #AFRrates https://lnkd.in/g7JEDatA
Family Office Challenges, Simplified: Intrafamily Loans
fwoaccounting.com