Boulos Advisory gives family offices, SPVs, funds, and individual investors the institutional back-office infrastructure they need to invest with confidence, manage cash flow with precision, and grow without adding overhead.
Why It Matters
Whether you run a family office, launch SPVs deal by deal, manage a fund, or invest for your own account, you are exceptional at what you do — spotting opportunities, deploying capital, and generating returns. But as capital grows, so does complexity: multiple entities, layered investments, tax obligations across jurisdictions, and cash flowing in every direction. The work of tracking, valuing, coordinating, and controlling it all is where time, clarity, and money quietly slip away.
Who We Serve
Boulos Advisory is a single, one-stop back office — the same institutional discipline whether you manage generational wealth or a single deal.
Single- and multi-family offices seeking institutional operations without building a large in-house team.
Deal-by-deal vehicles, co-investment SPVs, and holding structures that need formation, funding, and administration.
Emerging and established managers who need fund administration, valuations, capital calls, and reporting.
Private and high-net-worth investors who want their portfolio, entities, and cash managed with rigor.
Also serving trusts, estates, and investment holding companies.
Operational Support
When back-office operations are informal — spread across spreadsheets, inboxes, and a patchwork of outside advisors — every decision takes longer and carries more risk. Wire transfers wait on missing paperwork. Valuations are stale. Nobody has a single, trusted view of what you actually own and owe.
Boulos Advisory installs the discipline of an institutional operations desk without the cost of building one in-house. We become the connective tissue between your investments, your accountants, your attorneys, and your banks — so the machinery behind your capital runs quietly and correctly in the background.
Cash Flow & Liquidity
Cash flow is the heartbeat of any investment enterprise, yet it is often the least visible. Capital is committed to funds, distributions arrive unpredictably, tax payments come due, and portfolio companies draw and repay throughout the year. Without a clear liquidity picture, investors either hold too much idle cash or get caught short at the wrong moment.
We build a live view of liquidity and leverage across the entire structure — modeling commitments, distributions, debt service, and obligations — so you can allocate capital deliberately, avoid forced decisions, and keep every dollar working toward your goals.
What We Do
Portfolio valuation, administration, and capital allocation support — with the paperwork, entity formation, and funding handled end to end.
We coordinate tax reporting, drive audits to completion, and keep accountants and legal teams aligned around one accurate record.
Liquidity and leverage management, treasury oversight, and the internal controls that keep the whole structure sound and transparent.
Let's Talk
Whether you run a family office, stand up SPVs deal by deal, manage a fund, or invest for your own account, we would welcome a confidential conversation.
Get in Touch