See how our high-touch approach and experienced team have delivered results for new and established investment offices around the globe.
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.
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.
Union Park Consulting helped a college endowment migrate all operational functions from an OCIO to an internal team.
A philanthropic foundation was experiencing reporting issues due to reliance on an outsourced investment advisor. Union Park Consulting was brought in to help.
Union Park Consulting helped a newly established family office build an operational environment from the ground up.