Empaxis

Empaxis was founded out of a multi-family office, which shapes how it approaches client engagements. Rather than fitting family offices into a fixed service model, the firm customizes its back-office operations to match each client’s workflows, reporting requirements, and investment strategies. That origin matters when evaluating fit: the firm already understands the operational texture of family office work before any engagement begins.

The core offering covers the back-office functions that consume disproportionate staff time at under-resourced family offices:

• Daily account reconciliation covering transactions, positions, and cost basis
• GIPS-compliant pre-tax and after-tax performance reporting
• Customized consolidated reporting
• Robotic process automation for private equity statement downloads, data extraction, and file management
• Cloud-based data infrastructure capable of ingesting data from any source

The outsourcing model addresses a pattern Empaxis explicitly identifies: family offices that attempt to manage portfolio accounting software internally, cycle through experimental hires, or assign operational work to staff without the relevant expertise. By taking over those functions entirely, Empaxis positions itself as a substitute for an internal operations team rather than a software add-on. Staffing adjusts with client volume, which reduces fixed overhead during quieter periods.

The trade-off is control. Family offices that prefer to keep operations fully in-house, or that have already built a capable internal team, will find limited reason to engage. Pricing is not disclosed publicly, and the firm does not specify minimum account sizes or AUM thresholds, so cost comparisons require direct conversation. The service is best suited to single and multi-family offices that want to reduce operational complexity without building or maintaining a specialized back-office function themselves.