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Disclaimer: As with any service provider directory please complete your own normal due diligence on each potential service provider there is no way to certify or verify the delivery of service in any of these areas.
Rocco Gibaldi, QFOP
Elite Technology Consulting
Elite Technology Consulting is a consulting company that specializes in helping family offices and invest managers solve their operations and technology challenges. We have been in business for over 20 years.
Elite understands what it takes to run the office effectively and efficiently. We help the family create an integrated office that gives them the appropriate level of control, security and information to best manage their lifestyle in the manner that they have been accustomed to, while creating a vision to share with the next generation.
Elite can select and implement the right set of tools and processes that best fit your culture and scope of services. These can include financial accounting, investment accounting, reporting, document management, or family and board communication. We can also provide supplemental staffing to help you operate the new systems and processes.
If needed, we can help with defining the office mission and family governance guidelines and evaluating and selecting the other office trusted advisors.
8 Jeannette Drive
Port Washington, New York 11050