The Family Office Technology Playbook



Access the playbook and start reading now

What's inside

The way family offices manage investments needs a modern update.
Portfolios now consist of multiple asset classes, custodians and currencies, and investments may be spread across various legal entities such as trusts, LLCs, foundations and personal accounts. This complexity makes creating a complete picture of how wealth is invested difficult and time-consuming to produce.

It's time for a more data-driven and collaborative approach to investment management within your family office. This involves:

✅ Sourcing, standardising and enriching data 
✅ Building multi-asset class analytical capabilities  
✅ Consolidated reporting at your fingertips 
✅ Aligning your team with collaborative processes
✅ Building an intentional data architecture

How can you deliver? Find out in this playbook.