Addepar
32 Case Studies
Case Study: Bird&Bee achieves greater efficiency, accuracy, and long-term cash management with Addepar
A Addepar Case Study
Running a family office as a one-woman team That’s easy with Addepar
Bird&Bee, a one-person family office in Antwerp founded by Tanja Michiels, needed a way to serve multi-generational clients, encourage long-term investing, and manage liquidity without relying on time-consuming manual Excel work. The firm turned to Addepar, including its reporting and Navigator tools, to support a streamlined operation while maintaining professionalism and accuracy.
With Addepar, Bird&Bee automated transaction entry, improved reporting, and gained better cash-flow and liquidity planning. The result was faster workflows, fewer errors, and more time for higher-value advisory work, allowing the founder to take on more clients. Addepar also helped Bird&Bee deliver more sophisticated reporting than peers, strengthening its competitive position.
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Bird&Bee
Tanja Michiels
Founder