The client is a California–based family office managing more than 100 entities spanning trusts, personal accounts, investments, and operating assets. Their legacy landscape —multiple QuickBooks files, extensive Excel spreadsheets, and manual reconciliations— led to delayed month‑end closes, poor visibility into consolidated financials, and difficulty reconciling investment data.

Madken Advisors implemented Sage Intacct with an Addepar integration, redesigned the chart of accounts, and automated bank and investment feeds to modernize processes and enable scalable, real‑time reporting.

Download Family Office Financial Transformation Case Study Whitepaper