Is Your Trust Company or Family Office Ready for CTA Reporting?

2026-04-27T14:23:05-04:00May 14th, 2024|Blog|

With CTA becoming effective at the beginning of this year, companies have to report on their beneficial owners within 90 days of formation – or after any changes – or face substantial penalties. Determining if you need to comply with BOI reporting, and collecting the correct information for that reporting, can be a challenge. But [...]

WealthHub Announces Partnership with Addepar

2026-04-27T14:13:59-04:00May 14th, 2024|Company News|

Addepar has partnered with WealthHub to combine Addepar’s portfolio and transaction details with WealthHub’s trust administration in one platform. This powerful combination elevates service for UHNW individuals and improves efficiency for trust companies, family offices, and RIAs.Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for [...]

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