Dart Advisory provides the back office services expected of a single family office in a fractionalized cost structure. By focusing on usability and accessibility of data for our clients, we create better information that results in more informed decisions. Dart Advisory is not an investment firm. We instead facilitate communication among your tax advisors, attorneys, financial institutions, and asset managers in addition to accounting, reporting, and administration services.
By focusing on analyzing, administering, and accounting for the demands of our UHNW clients, we create more complete information with supporting records that enhances all services provider relationships to better meet your goals and objectives.