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Fireside chat: Managing complex assets for multi-family offices
Join BILL & Tate Henshaw, CFP to learn about operational efficiency and financial control for HNW clients.
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Watch an exclusive fireside chat with Tate Henshaw, CFP, co-founder at Arc Business Management.
“If I had to describe BILL in one word? Efficient. Flexible would be the second word, if I have two."
Tate Henshaw
Arc Management
CFP
Arc Management
CFP
Arc Business Management is a specialized firm that manages the intricate financial operations for high-net-worth sports stars, singers, and entertainers with complex multi-entity structures.
This discussion will uncover the strategic approach Tate and his team take to streamline operations, enhance security, and maintain real-time visibility across dozens of budgets and entities. After attending, participants will be able to:
This discussion will uncover the strategic approach Tate and his team take to streamline operations, enhance security, and maintain real-time visibility across dozens of budgets and entities. After attending, participants will be able to:
- Identify the biggest operational bottlenecks when managing complex asset portfolios.
- Analyze how advanced automation enhances visibility and control over HNW client spend.
- Apply strategies for scaling services without adding headcount or overhead.
- Evaluate the importance of risk mitigation and fraud prevention in a multi-entity environment.
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guest speaker
Tate Henshaw, CFP®
Tate Henshaw executes for Grammy winners, NBA All-Stars, and international tech companies with the same laser focus that got him named as one of the top 40 accountants in America and one of the top 50 cloud accountants in North America. His experience with tour accounting, royalty administration, and fintech give Arc the ability to rival services provided by the top business managers in the industry. He brings this love of efficiency to the cloud accounting landscape via custom-curated ecosystems for his clients.