CASE STUDY: SINGLE FAMILY OFFICE THE LUPTON COMPANY Background The Lupton Company, LLC is a Chattanooga-based single-family office that provides investment, management, legal and other services to the Lupton family members. With its large number of family entities and ownership structures, Lupton needed a flexible accounting and reporting solution that would support the office’s complex environment. The Challenge Lupton was using a popular

Join for free to read