CASE STUDIES

Driven By Results

See how our high-touch approach and experienced team have delivered results for new and established investment offices around the globe.

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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.

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20+ days

Earlier Access to Performance Reporting

Real Estate Manager

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.

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College Endowment

Union Park Consulting helped a college endowment migrate all operational functions from an OCIO to an internal team.

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Foundation

A philanthropic foundation was experiencing reporting issues due to reliance on an outsourced investment advisor. Union Park Consulting was brought in to help.

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Family Office

Union Park Consulting helped a newly established family office build an operational environment from the ground up.

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Union Park Consulting has been an invaluable partner, advisor, and liaison with the vendor as we implemented our new investor accounting platform and continues to optimize the software for growth, automation, and efficiency.

Director of Corporate Finance Systems, Real Estate Manager

Effective results start with effective execution.

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