Introduction to Entities

Entities represent an individual or organization with beneficial ownership or responsibility for accounts.

Entities, and the accounts within them are foundational elements to determining post tax value and required to make decisions taking into consideration a clients entire financial graph.

On Distributary, we can represent family members, custodians, financial institutions and companies as entities and keep track of how these relationships. This enables both viewing assets and liabilities from different perspectives as well as looking through private funds to determine true exposure.