Global Staffing Solutions
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Industry Solutions

Family Offices

Discreet, professional back-office support for single and multi-family offices.

70-80%

Cost savings vs. in-house

Top 5%

Of candidates hired

Discreet

Confidential & discreet

Why GSS for Family Offices?

Family offices require an exceptional level of discretion, accuracy, and professionalism. Global Staffing Solutions provides experienced remote professionals who understand the unique needs of single and multi-family offices β€” from daily bookkeeping and investment reporting to bill pay, entity management, and confidential administrative support.

The Challenge

Family offices operate with high expectations and strict confidentiality requirements. Managing a broad range of financial, administrative, and reporting functions in-house is expensive and difficult to staff discreetly. Our professionals are trained to handle sensitive client information with the care and precision family offices demand.

Services for Family Offices

Tailored remote staffing solutions designed around your industry's unique needs.

Bookkeeping & Accounting

Daily transaction recording, bank reconciliations, accounts payable, and general ledger maintenance across multiple entities.

Bill Pay & Cash Management

Vendor invoice processing, bill scheduling, payment execution, and cash flow tracking for household and investment accounts.

Investment & Portfolio Reporting

Performance reporting, statement aggregation, and data entry for investment portfolios across custodians.

Entity & Trust Administration Support

Document organization, compliance calendars, and administrative support for LLCs, trusts, and holding entities.

Tax Preparation Support

Document gathering, data entry, and coordination support for CPA tax preparation across family members and entities.

Confidential Administrative Support

Scheduling, correspondence management, vendor coordination, and household administrative tasks handled with full discretion.

What You Get with GSS

  • Experienced with QuickBooks, Addepar, Orion, and other family office platforms
  • Strict confidentiality β€” all staff operate under NDA
  • CPA-supervised and trained on US tax and reporting standards
  • Two-week risk-free trial β€” no long-term commitment required
  • Scalable support across one family or multiple family relationships

Ready to get started?

Try our service risk-free for the first two weeks at no cost to you. Refer a client and earn an 20 hours free. No contracts, no hidden fees.

Get a Free Consultation