Suite 506
Ardmore, PA 19003
Driven By Results
See how our high-touch approach and experienced team have delivered results for new and established investment offices around the globe.
Foundation
A philanthropic foundation’s reporting was tied to several outsourced service providers. Union Park implemented an IBOR that led to more accurate, on-demand reporting, helping the foundation close accounting and performance records with the administrator within 15 business days as opposed to 20+ business days.
Private Equity Manager: Deal Management and Investor Reporting
A private equity manager decided to implement a system that could systematize investor reporting and be an enabler to its deal management process. Union Park was hired to provide subject matter expertise, surge capacity, and project management leadership.
Real Estate Manager: Replacement of Legacy Accounting System
A multi-family residential real estate manager decided to replace its legacy accounting system with a fully integrated software solution. Union Park Consulting was brought in to provide subject matter expertise and additional capacity to the team during implementation.
College Endowment: Insourcing Operational Functions from OCIO
A college endowment decided to set up its own internal investment office. Union Park Consulting helped migrate all operational functions from an OCIO to an internal team.
Foundation: IBOR Implementation
A philanthropic foundation was experiencing reporting issues due to reliance on an outsourced investment advisor. Union Park Consulting was brought in to help.
Family Office: Setup of Family Office Operations
A newly established family office wanted to start investing capital but lacked sufficient operational support and controls. Union Park built an operational environment from the ground up.