Armanino Announces Advanced AI and Automation Services to Bridge the Tech Gap for Family Offices

Armanino LLP (Armanino), a top 20 national accounting and consulting firm, introduces a suite of artificial intelligence tools and time-saving automated solutions to drive efficiency and high-quality service for family offices. To spearhead this initiative, John Stewart, Partner and Strategy & Transformation leader at Armanino, joins the Family Office leadership team, co-leading alongside Chris Mays, Partner at Armanino. Together, they will direct the implementation of Armanino’s new AI and automation services to support family offices across the country.

“Family offices, while small and nimble, often struggle with the advanced tools or expertise needed to transform their operations, reduce manual tasks, and ultimately enhance how they scale and manage their clients,” Stewart said. “Now we can offer our technological prowess and deep industry knowledge to bridge this critical gap for our clients as they grow and professionalize their own services.”

Armanino’s family office digital transformation capabilities now include:

Comprehensive Strategy Assessment: Armanino identifies and prioritizes each family office's key technological needs, while factoring in each firm’s people, processes and existing technology. This strategy-first approach aligns each implementation with the client’s unique attributes and objectives.

Robotic Process Automation (RPA) Solutions: Armanino implements Robotic Process Automation (RPA), or “digital workers” to efficiently manage front- and back-office tasks, such as expense management, accounts payable, bank statement reconciliation and investment statement management. Armanino clients have saved up to 15 hours a week with the smart automation of tedious, manual work.

Advanced AI Implementation: Armanino can now create customized AI tools to fully automate complex processes, such as investment due diligence, grant identification and application support, and advanced financial modeling. This creates a more efficient operational model that can significantly enhance decision-making.

Armanino’s Family Office team has served as the trusted partner for ultra-high-net-worth (UHNW) individuals, now including over 60 billionaires. As the number of UHNW individuals and families have grown, along with the overall family office industry, Armanino has made it a priority to not only continue to innovate their own suite of services but support the family offices connected to this industry.

"In the world of ultra-high-net-worth individuals, the most precious asset is time,” says Chris Mays, Partner at Armanino. “We understand this fundamentally and are committed to ensuring our clients can maximize their most valuable asset, by taking the weight of financial matters and complicated financial obligations off their shoulders with a tailored white-glove service that handles these necessities with precision and care, allowing our clients to focus on what matters most to them.”

To learn more about Armanino’s Family Office services click here.

About Armanino LLP

Armanino LLP is one of the 20 largest independent accounting and business consulting firms in the nation. A certified B Corporation®, Armanino provides an integrated set of audit, tax, business management, consulting and technology solutions to companies in the U.S. and globally. The firm helps clients adapt and change in every stage of business, from startup through rapid growth to the sale of a company. Armanino emphasizes smart technology, leading a cloud revolution of financial, operational, sales and compliance tools that are transforming the way companies do business. Armanino is an independent member firm of Moore North America Inc. (MNA), which is itself a regional member of Moore Global Network Limited (MGNL), one of the world’s major accounting and consulting membership organizations. All the firms associated with MNA and MGNL are independent entities, owned and managed in each location. Their membership in, or association with, MNA or MGNL should not be construed as constituting or implying any partnership between them. In addition to its core consulting and accounting practices, Armanino operates its division, AMF Media Group (amfmediagroup.com), a media and communications services agency.

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