One number, one picture.
Consolidated reporting across every account, custodian, and entity — so the family and every advisor see the same picture.
Most families see statements that don't reconcile
Most families with multiple custodians see three or four statements that never quite reconcile; consolidated reporting pulls every account, entity, and property into one picture on one cadence.
The same picture for every advisor
The same picture goes to the family's attorney and CPA, so every advisor is working from the same numbers — a question like what the family actually spent last year has one answer instead of an argument.
What’s included.
- Consolidated multi-custodian reporting — every account in one place you can read
- Trust and entity-level statements — a picture that lines up with how the family is structured
- Tax-lot and basis tracking — the detail your CPA needs already on hand
- Performance attribution and benchmarking — context for what's driving the numbers
- Custom dashboard delivery — the picture in the format the family actually uses
How it works.
Gather every statement
We collect data from every custodian, entity, and account the family holds.
Reconcile into one report
You see the numbers consolidated into a single report on a set cadence, not three statements to compare yourself.
Share with every advisor
Your attorney and CPA see the same consolidated picture you do.
Answers from the practice.
What is consolidated multi-custodian reporting?
A single report that pulls together every account, entity, and property a family holds, across however many custodians they use — replacing three or four separate statements that don't reconcile with one number.
Who receives the consolidated report?
The family principal, and — with the family's direction — the family's attorney and CPA, so every advisor works from the same numbers rather than reconciling separately.
Is consolidated reporting right for my situation?
It fits families whose accounts span several custodians and entities — where statements never quite reconcile and no two advisors see the same numbers. A single-custodian household may not need it. A first conversation is how we find out — observations are shared, decisions stay yours.
What happens after I reach out about bill pay and reporting?
We start with a conversation about the accounts, entities, and properties in the picture. We inventory what each custodian reports today, and lay out what one consolidated picture — shared with your attorney and CPA — would look like.
Coordinate with the rest of the firm.
Concierge Financial
Bill pay, household payroll, and insurance renewals — coordinated so a missed obligation doesn't outweigh the task itself.
Family Office ServicesGenerational Governance
It fits families who want the next generation prepared for wealth before it arrives — with shared language, regular meetings, and agreed ways of deciding.
Wealth ManagementWealth Management
Comprehensive financial planning, disciplined investment management, and retirement income coordination.
Talk through bill pay & reporting.
An introductory conversation is the easiest way to learn whether 755 Financial is the right fit.
Schedule a Conversation