Wealth administration for families and family offices
Want to outsource your wealth administration? Qapnova collects data and documents from the sources, processes transactions and checks the figures. We carry out the administration; you and your advisers keep making the decisions.
What is wealth administration?
It means maintaining and checking the records behind your family wealth. Banks, funds, real estate and holding companies each provide their own information. Qapnova brings those sources together so the family and its advisers work from the same picture.
What work does Qapnova take over?
Collecting data
We arrange access to the sources agreed when your administration is set up.
Processing documents
We read documents and process transactions from sources such as bank statements, quarterly reports and capital calls.
Checking figures
We check the data against its source document so you can see where a figure comes from.
Qapnova is a managed service: we do the administrative work. The platform supports that service. You do not need to populate a new software package to maintain the administration yourself.
Who is the service for?
Families with substantial wealth, single and multi family offices and the advisers around them. You do not need your own family office.
Whether you have a family office, your own tax adviser and accountant, or take the lead yourself, the arrangement can differ. The division of work is clear: Qapnova carries out the wealth administration; the family and its advisers build on it.
Administration, not investment management
Qapnova does not invest or give investment advice. We do not take over investment decisions. Your existing accountant, tax adviser and investment manager stay involved. Our role is the administration beneath their work.
How does the relationship start?
In an introductory conversation, we discuss how your wealth is administered today, which sources are involved and how access will be arranged. Qapnova then arranges access and handles the data communication and processing.
Questions about outsourced wealth administration
Can I outsource wealth administration without my own family office?
Yes. Qapnova also serves families with their own advisers and families that make the decisions themselves. A family office is not a requirement.
Do I get software, or does Qapnova do the work?
Qapnova carries out the administration. The platform is part of the service; collecting, processing and checking the data is our responsibility.
Which sources are included?
The service covers data from banks, brokers, funds, real estate and holding companies. During setup, we discuss which sources will be included for your situation and how access will be arranged.
How can I check a figure?
You can go back to the source document behind the data, such as a bank statement, quarterly report or capital call, and compare the source with the figure.
Does Qapnova replace my accountant or investment manager?
No. Qapnova carries out the wealth administration. Your existing advisers stay involved and make the decisions with you; we do not give investment advice.
Discuss your wealth administration
Not a sales call and not a form. One conversation in English with Daan Jalving about how your wealth is administered today and what could be better, including if that turns out to be without us.