Reporting Services

Make informed decisions no matter the complexity

Our reporting engine tracks your entire balance sheet—accounts, private investments, real estate, and debt—across all your trusts and entities. One comprehensive dashboard. Complete visibility.

Real-Time Financial Dashboard

A secure portal—accessible by browser or mobile app—that puts your complete financial universe at your fingertips.

Balance Sheets

Estate taxes destroy legacies. We project tax exposures, design strategies, coordinate with your team, and handle the administrative heavy lifting so nothing stalls.

Performance Reports

Transparent reporting across public and private markets to hold investment managers accountable to their projections.

Ownership Structures

View your wealth across your entire household or for a specific individual, entity, or trust.

Document Consolidation

No more lost K-1s. We collect and organize all your investment documents.

Private Investment Reporting

Oversight of capital calls, distributions, and performance, so nothing falls through the cracks.

Cash Flow Projections

Forward-looking analysis of inflows and outflows, ensuring liquidity is in place when—and where—you need it.

Why Our Clients Stay

Stories from the Redbud family

The feedback from the Redbud team—on optimizing our investments, creatively raising funds for projects, and ensuring we are fully prepared for tax season—has been invaluable.

We spent many years dividing our assets across firms thinking "more opinions" equaled better results. A single, trusted view on our entire portfolio has helped us achieve better outcomes while partnering with people who share our values.

Adam and the Redbud team are thoughtful, professional, and well-aligned partners. I’ve been happy with their culture of high-touch service and entrepreneurial spirit.

You guys are fun to work with and are the best at what you are doing… and I am spreading the word on that anytime I get the opportunity.

In this world of financial sheisters and unspoken conflicts of interest, it is rare to find a financial advisor that you know will be on your side and look out solely for your interests.

Redbud is extremely knowledgeable in estate planning / tax strategies - something we greatly needed. With Redbud’s planning, we have been able to preserve a significant amount of wealth for future generations.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Get in touch today

We’re here to answer whatever’s on your mind.