Outsourced CFO, COO and Advisory for Family Offices, Globally
We are not a product or a software. We are a personalized service for family offices.
We are a personalized service built exclusively for family offices — delivered by people who understand the complexity, confidentiality, and care your family requires.
A trusted partner behind the world's most sophisticated families.
As wealth grows more complex, Terracegate manages the operations behind it—accounting, payments, reporting, and transaction oversight—allowing you and your advisors to focus on investments and your family life.
Four Practices. One embedded partner. Institutional grade.
Terracegate offers families institutional-grade oversight without the high cost and complexities of managing an in-house team.
Outsourced CFO
- Full-spectrum accounting
- Financial statement preparation
- Payments; local and international
- Cash flow oversight
- Audit & tax support
- Portfolio accounting
Outsourced COO
- Investment operations
- Settlement & trade processing
- Reconciliation & exceptions
- AML / KYC & investor services
- Payroll
- Counterpart onboarding
Advisory & Projects
- Family trust management
- SPV structuring
- Global Mobility
- Foundation & philanthropy
- Project management
- Strategic advice
Philanthropy & Charity
- Comprehensive financial operations
- Charity governance
- Grant disbursements
- Operational and regulatory support
- Delivery of stakeholder confidence
A modern institutional stack.
Best-in-class platforms integrated to deliver seamless accounting, operations, automation and analytics — we build the bridges that let these systems talk to each other.
Discretion, engineered into everything we operate.
Families trust us with their private information and data. Our security program is built around confidentiality, resilience and continuous monitoring.
Multiple locations. One trusted partner.
Terracegate's global reach is a cornerstone of our service, enabling us to cater to clients across the globe. Our network of financial professionals and international partnerships ensures that we provide customized solutions that meet the individual needs of diverse markets. We possess a profound understanding of global financial dynamics, allowing us to safeguard and optimize your investments, no matter the location.
“Terracegate brings an exceptional level of discretion, precision, and institutional discipline to our family office.”
Let's simplify your financial operations.
Schedule a confidential consultation with our founders to explore how Terracegate can serve your family office or investment firm.