A single consolidated view of the entire family balance sheet — across public equities, private investments, real estate, operating businesses, trusts, and foundations. Nexus gives single-family and multi-family offices institutional-quality financial management without institutional overhead.
UHNW families hold assets across dozens of entities — brokerage accounts, private equity funds, real estate LLCs, operating companies, trusts, and foundations. Producing a consolidated net worth statement from all these sources is a significant undertaking without dedicated infrastructure.
Revocable and irrevocable trusts, dynasty trusts, CRATs, CRUTs, and CLATs each have specific accounting and tax reporting requirements. Managing trust accounting alongside investment and operational accounting requires specialized capability.
Family offices coordinate tax across dozens of entities — partnerships, S-corps, trusts, foundations, and individuals. K-1 preparation, gift and estate tax awareness, and charitable giving optimization require a complete financial picture.
GAAP (investment accounting)
IRS (gift & estate, Form 5227 for CRTs, Form 990-PF for foundations)
SEC Investment Advisers Act (if registered)
Consolidated net
worth report available in real time
Trust accounting
handled without external administrators
K-1 preparation
time reduced by 50%
See how Plurafi handles your industry's complexity