Wealth is spread across many entities, accounts, and asset classes.
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Accounting and finance support for family offices.
Lemoti helps family offices keep clean books across entities, consolidate reporting, track investments and properties, and coordinate tax and cash flow for the whole family enterprise.
Built for family offices that have outgrown basic bookkeeping.
Common finance issues
Finance gets harder as family offices grow.
Consolidated reporting across the family is hard to assemble.
Investments, real estate, and private holdings each need clean tracking.
Intercompany transfers and distributions get messy.
Tax coordination spans multiple entities and family members.
Principals expect discretion and reporting they can trust.
What we handle
How Lemoti helps family offices operate with better numbers.
- Multi-entity bookkeeping
- Consolidated family reporting
- Investment and portfolio tracking
- Real estate and property accounting
- Intercompany and distribution tracking
- Bill pay and cash management
- Tax coordination across entities
- Confidential owner reporting
Reports you get
Financial visibility built around your business model.
KPI reporting we commonly build for family offices:
Net worth by entityConsolidated cash positionInvestment performanceReal estate incomeDistributions to membersIntercompany balancesExpense by household/entityEstimated tax by entity