ABOUT US.

We cover you top to bottom, inside and out.

WE'RE
SPECIALIZED.

01 /

We provide operations and technology services to organizations that advise, manage, and support ultra-high net worth clients, whether it be a Single Family Office, Multi Family Office, Private Trust, or Bank's Family.

WE'RE
EFFICIENT.

02 /

We start each project at the top level with a focus on value and efficiency. We evaluate, check, re-work, oversee, and evolve clients’ architecture accordingly. Our team of senior technology architects and operations managers are dedicated to efficient implementations and to building low-cost, scalable processes that can be effectively maintained.

WE'RE
THOROUGH.

03 /

We track over 400 products in the marketplace and select and buy solutions as appropriate. We support implementations, communicate, and integrate or fill in gaps in offerings. We can also develop custom solutions, data warehouse, and/or develop wrap around tools as needed.

HOW WE WORK.

OUR APPROACH

We will typically do half a day's scope of work to estimate the plan, then break projects into small, fixed-fee projects.

However, we provide flexibility depending on the breadth of service, on-going relationship, specific packages, and custom development needs.

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Therefore, we work on a retainer and as an ASP. We rarely work by the hour as it is inefficient for us to watch the clock instead of watching the needs, systems, and clients.

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We sit offsite as needed, and believe that, if we are doing our job effectively, we are best left to execute our work rather than provide face time.

While remote, we do integrate as part of your team, acting more as members of an internal department than as project or business management consultants.

OUR METHODOLOGY

We are a distributed team and set of systems that covers all areas of the world, all hailing from the ultra-high-net-worth marketplace and having been together as a team for over 10 years. We work to innovate, enjoy, and produce; we do not push paper, grow egos, or satisfy personalities.

We practice what we preach and keep our own non-core production requirements simple, which means overhead, sales, management, and billing are light. We are a deep, technology and operations-centric specialist in the ultra-high wealth marketplace niche. Therefore, we cover the marketplace top to bottom and inside and out rather than broadly across many sectors.

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We have established relationships inside and outside the United States to find the most cost-effective providers for development or production.

We reuse experience, code, processes, data feeds, tools, and knowledge such that we can get clients up faster and more effectively than other, broader players.

WHOM WE HELP.

Single and Multi Family Offices

We service a variety of advisory group types, including Family Offices, Multi-family Offices (MFO's), Trust Companies, Boutique Registered Investment Advisors (RIA's), Wealth Management Advisors, and Private Banks.

WHAT WE DO.

We work with family offices to manage applications, operations, infrastructure, and reference data.

InfoGrate supports the technology and operations areas by managing, selecting, integrating, or running Applications, Operations, Reference Data, and Infrastructure. We essentially take care of the missing pieces of Technology and/or Operations in any of these 4 areas.

OUR TEAM.

Each and every one of us (right down to the office manager!)
hails from the ultra-high-net-worth marketplace.

We act and integrate like members of your team, not project or business management consultants. We’re a tight family team and have been together for over two decades. We’re flexible, fast, results-focused, and cost-conscious.