One of the significant challenges faced by wealthy families is how to efficiently deploy their capital. In an effort to centralize and streamline the investment process, many wealthy families utilize partnerships or other pooled investment structures. Alongside the gains in efficiency and opportunity, family partnerships can also pose significant challenges of their own. With complex optional investing structures, capital calls and distributions, evolving ownership ratios, contributed securities and varying investment types, partnerships can be difficult to track and – more importantly – report on.

SEI Archway's outsourced partnership accounting service leverages industry-leading partnership accounting software alongside a highly-experienced team of accounting professionals to deliver a comprehensive outsourced partnership accounting service to wealthy families. Our outsourced partnership accounting service supports the most complex partnership structures by utilizing purpose-built software designed to process capital activity, manage book and tax allocations, perform reconciliations and support partnership reporting requirements including financial statements, performance and tax detail.