Service Offerings

Full Operations Services

A complete outsourced operations solution. We get to know your investments, stay up to date on performance and quarterback all operations working in tandem with your trusted advisors and investment partners
Includes Addepar Operate Model services

Addepar Operate Model

Top-to-bottom management of your Addepar instance. Dawkins Advisory works directly with your team to integrate Addepar workflows and maintenance requirements for seamless investment data aggregation and financial reporting.

Implementation Services

Working directly with your family office to identify your unique needs, Dawkins Advisory leads Addepar implementations through diligent solution design and project planning to train your firm's dedicated resources to effectively manage Addepar.'
Opportunity to outsource operations to Dawkins

Services Details

#3 Family office Implementation Services

We offer a boutique, tailored family office implementation experience and follow the Gold Standard - Addepar Implementation Methodology.

This option is typically for family offices that have limited capacity, and are to open the possibility of a longer-term partnership for ongoing services through a successful implementation.

#1 Full Operations Services

Think of this as a virtual, outsourced COO. This model is ideal solution for prospective clients with assets between $100 - $250M considering forming a family office. It is in this model that we coordinate directly with legal, tax, accounting, investment & estate planning partners to provide cross-functional communication and assist in executing updates.

    Some common services include:
  • Assist in completing and coordinating investment documentation.
  • Assist with opening new accounts and/or retitling related to estate plans.
  • Assist in obtaining valuations related to estate settlements and tax planning strategies.
  • Assist in tracking asset allocation relative to targets established by the client’s investment professionals.
  • Manage cash flows related to investments.

#2 Addepar Operate Model

This model includes the initial implementation, alternatives historical data, and ongoing maintenance of Addepar. This also includes our proactive management approach for up to-date analysis and reports.

The main difference between the Addepar Operate model and our Full Operations Model is that the Addepar only model does not include servicing entities and systems outside of Addepar.