FAMILY OFFICE SERVICES

Give clients a strategic vantage point to manage family wealth

Act as a seamless extension of your clients' private office team with white-labelled data management and consolidated reporting services.

FO-illustration_v07

Give a complete picture of wealth

Trust data consolidation wide

DATA CONSOLIDATION

Family office data consolidation

Consolidate publicly listed assets with private and alternative assets for a complete overview of wealth and portfolio performance. Seamlessly integrate data for private equity, hedge funds, real estate and collectibles. 

Landytech Trust FO ownership structures

OWNERSHIP STRUCTURES

A full view of ownership structures

Get full transparency into complex, multigenerational family structures from legal entities, subsidiaries, and portfolios, right down to individual assets and liabilities.  Use look-through to get a granular view of the data and use customisable groupings to consolidate at any level. 

Landytech Trust Analytics wide

PERFORMANCE ANALYTICS

Analytics for complex wealth

Segment analytics by complex ownership structures, multiple asset classes and multi-currency scenarios. Analyse at entity level or deep dive all the way down to individual transactions for the insights you need to take decisive action.

Reporting for AMs

BESPOKE REPORTING

Consolidated reporting, at scale

Save time and create better reports with Sesame's Report Builder, using your own branding. Automate the production and scheduling of reports to end users including consolidated performance reports, cash reporting, and fee analytics.

 

Explore Sesame for Family Office Services in a self-guided tour

Other use cases for Trustees

You'll be in great company

Guernsey-based Family Office

Following an impressive demonstration of Landytech’s offering, we asked them to pitch alongside a reputable competitor. The decision to choose Landytech was unanimous. Their offering was far superior in terms of functionality, ease of use and presentation. During the course of our relationship, Landytech have delivered exactly what they promised and more. I cannot speak highly enough of both the platform and the team.

Guernsey-based Family Office
UK-based Multi Family Office

Each family’s got to look at that reporting system and feel that it is theirs. It needs to be the right colour, it needs to be branded, it needs to be white-labelled, it needs to look like it's come from our office. Landytech have mastered that well for us. For reporting to evolve, you need to work with a dynamic team growing their business with the same enthusiasm as yours so the two grow together. Landytech tick those boxes.

UK-based Multi Family Office
Paris-based Multi Family Office

Landytech has developed a unique tool and solution for Family Offices. Sesame allows us to monitor a wide range of assets (traditional and alternatives), multi-currencies reports, a depth of data accessible in an organised manner.

Paris-based Multi Family Office
UK-based UHNWI

Sesame makes my life far easier. I can see everything in my portfolio in the detail I require and updated in real time – rather than a series of disparate and intermittent snapshots. Working with better information makes my investment management more effective and less stressful.

UK-based UHNWI