Back Office
our dedicated staff at your beck and call
It will take time getting used to
Greenpoint's Back Office affords you peace of mind in knowing that experienced professionals are providing all the necessary resources to ensure that your family operates optimally and without interruption.

With a clear understanding of the client’s financial management needs, Greenpoint Advisors begin to establish and maintain all financial and accounting statements as well as prepare cash flow projections and budgets to help clients fully assess their income and spending requirements.  Furthermore, Greenpoint Advisors coordinates all of the associated administrative tasks on the clients behalf.  Together, we develop a solution that will transform a disconnected process into an efficient, smoothly run cohesive back office solution.

Upon the creation of an estate plan, trust, limited liability company, partnership, or other entity, we will provide a thorough analysis of the entity and its associated contracts and documents, gaining an in-depth understanding of its purpose and objectives.  Our team will also evaluate the entity's income and cash flows, and will develop a clear understanding of each investment and financial transaction.

  • Accounting and Financial Reporting
  • Entry of invoices, expenses, and cash movement
  • Review of vendor invoices
  • Preparation of weekly invoice payment summary for client review *
  • General ledger and chart of accounts maintenance
  • Account reconciliation
  • Balance sheet and profit and loss preparation and analysis
  • Cash flow monitoring, planning and forecasting
  • Monthly/quarterly/annual budget and forecasting
  • Post month end journal entries and adjustments to month end accruals
  • Maintain supplemental schedules (fixed assets, collection, etc.)
  • Completion of Special Purpose Projects
  • Charitable giving and foundation
  • Negotiating lines of credit and asset-backed debt
  • Multigenerational planning
  • Evaluation of life and P&C insurance
  • Due diligence on third party services providers
  • Aircraft and yacht oversight

* (for expenses over approval threshold)

Client Manager

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