Business Challenge

Greg Guthrie actually likes taxtime. In fact, he likes it more than most. Greg is a senior manager with Ernst & Young's Personal Financial Counseling Group who specializes in tax and financial consulting to the ultra high-net-worth market place. Many of his clients have assets of more than $50 million. Greg's challenge is to provide the highest level of service possible to a diverse and financially active group of clients.

Ernst & Young Case Study

Name: Greg Gunthrie, CPA, J.D.

Location: Atlanta, GA

Type of Investor: Personal Financial Counseling Group

# of Entities: Varies

Products Used:
Navigator

Empowering Clients

Greg's counsel to family offices often includes recommending software packages that help them manage their assets. He finds that clients who choose Navigator manage large numbers of different types of entities, including complex situations like partnerships and venture capital. "I have clients who make huge numbers of daily transactions," he said. "With Navigator, they are able to take financial reporting in-house and do a lot of the detail work themselves, which empowers them and allows me to be more strategic on their behalf."

Proven Success

"Navigator makes for more timely reporting from my clients," according to Greg. Instead of spending his time on the details, Greg receives monthly transaction summaries and detailed tax reports, as necessary. He finds that his clients "like the service they receive from Navigator: the training on-site and the follow-up have been really good." His clients also comment that they like Navigator's detailed reports. "They find that Navigator keeps them informed. They know, at any time, what their financial position is and that gives them peace of mind."