WEALTH MANAGEMENT SOLUTIONS
A TAILORED PLATFORM DESIGNED TO FACILITATE STRUCTURE MANAGEMENT FOR FAMILY OFFICES AND BANKS
GLOBAL EXPERTISE | SEAMLESS EXECUTION | UNMATCHED SERVICE
The Catalyst Group is an innovative, tech-focused, high-touch financial services firm specializing in institutional Fund Administration, Corporate Services, and Client Accounting. We combine cutting-edge technology with deep industry expertise to enhance the client experience through improved operational efficiency, governance, and transparency. We offer a truly global service model, with teams on the ground in Brazil, Canada, and the United States, and service offices located in the Cayman Islands, Brazil, and South Africa. Catalyst also holds its own licenses in the Bahamas, the British Virgin Islands, and the Cayman Islands.
Catalyst’s Wealth Solutions is a tailor-made offering designed specifically for private market family offices and financial institutions who are managing multiple client structures. Powered by our proprietary Core platform, Catalyst’s Wealth Solution provides our clients with a single, unified view of all their global structures, regardless of the underlying providers or agents - It’s one portal for all.
WHAT MAKES US DIFFERENT?
PURPOSE BUILT FOR ADVISORS
Catalyst Core’s wealth platform was designed for wealth managers and family offices — giving you a unified view of every structure, document, and compliance deadline in your book.
DELEGATE WITHOUT LOSING CONTROL
Assign tasks to our team and track progress in real time. Advisors retain full oversight, while Catalyst manages the execution.
CONSOLIDATED OVERSIGHT
Whether you’re managing one entity or one hundred, Core gives you a centralised dashboard to see everything — across structures, jurisdictions, and agents.
FRICTIONLESS WORKFLOWS
Request documents, resolutions, and filings through a single interface. Live chat, audit trails, and integrated document access streamline your operations.
SCALABLE, WHITE-LABELED DELIVERY
Offer Catalyst’s technology and services under your own brand — or co-manage with us. Our model fits the way you serve your clients.
OUR SOLUTION
DIGITALLY-ENABLED COMPANY MANAGEMENT AT YOUR FINGERTIPS
ONCE OFF SERVICES
- Entity Incorporation
- Entity Transfer-In
- Entity Upload (Into System) - Catalyst Not Acting as Agent
ONGOING ACCOUNTING AND PORTFOLIO SERVICES
- Unaudited Financial Statement Preparation - Aligned to BR GAAP, IFRS or U.S. GAAP
- NAV Light Services - Prepared on a Daily, Weekly, Monthly or Quarterly Basis*
- Cash & Position Recon Services - Prepared on a Daily, Weekly, Monthly or Quarterly Basis*
ONGOING CORPORATE SERVICES
- Registered Office & Agent Services
- Director, Officer & Shareholder Appointments
- Automated Resolution Creation
- Economic Substance & Local Compliance
- Annual Filings & Statutory Maintenance
- Digital Document Repository
- Service Requests & Progress Tracker
OUR COSTS
SET-UP (INCORPORATION) :
$1,500
ONGOING FEES:
$1,500
Annual maintenance (without financial statements)
$2,850+
Annual maintenance (with financial statements)
ADDITIONAL SERVICES :
Some ad hoc services may incur additional fees. Please reach out to a member of our team for a details fee schedule.
