Featured by Addepar

Addepar just published a case study on Redbud, and we’re grateful to their team for telling our story. Read the full case study on addepar.com →

Addepar is the system of record behind almost everything we do for clients. It’s where we see each family’s whole balance sheet in one place, and it’s a big part of how a small team keeps up with a lot of complexity.

Why it matters to how we work

We founded Redbud for families who have outgrown a conventional advisor but don’t want to build a single family office of their own. What makes those families different is rarely the size of the portfolio. It’s the structure: trusts inside LLCs inside partnerships, and private investments that report on their own schedule, by email, PDF, and phone.

Today our six-person team covers more than 30 families, $2.1 billion in assets under advisement, 350+ trusts and entities, and about 1,200 private investments. A few years ago, much of that ran on spreadsheet templates that took real time to maintain, and every new family added more manual work. As I told Addepar, every family you onboard onto a fragmented setup is more manual work forever.

What changed

• One view across every entity. Addepar models layered ownership automatically, so we can see what each generation actually owns through every trust and LLC without rebuilding it by hand.
• Alternatives in the same place as everything else. Hedge funds, private equity, venture, real estate partnerships, and oil and gas sit alongside public holdings. Clients get a full picture before every meeting, not a partial one.
• Year-round tax visibility. Dashboards track taxable activity across public and private markets during the year, so year-end planning starts from real numbers.
• Time back for clients. Onboarding a new family now takes hours instead of days, and we grew revenue 25% last year without adding headcount. That time goes back into the work clients actually notice: we focus more on the human touch and less on data wrangling.

Thank you to the Addepar team for the partnership, and for building software that feels like it was made by a software company first.