When it’s time to build your own wealth team The family office vs wealth management question usually shows up long before anyone says those words out loud. Wealth management works because it is built to scale. You hire an advisor and a firm that already has investment process, planning expertise, and a service model that…
Management of investment portfolios
A practical playbook for family offices RIAs and funds If you are responsible for the management of investment portfolios, you know the job is bigger than picking investments and checking performance charts. On any given week you are trying to answer basic questions that should be simple, but rarely are. What do we actually own…
Family Office Risk Management
If you run a family office, you already know the feeling. A perfectly reasonable decision in one corner of the operation can create a problem in another. A private deal looks fine on paper, then liquidity gets tight because capital calls do not wait for your timing. A wire request lands late on a Friday,…
Three Money Trends and How They Will Impact Your Back Office in 2026
Back-office accounting and reporting trends have kept pace with technological developments that are commonplace in our lives. Nevertheless, day-to-day work is still the same at its core, even as tools around it are changing quickly, especially in how data gets in, how controls are applied, and how reporting gets delivered across more complex portfolios. There…
Data Analytics is Catching on With North American Family Offices
Data analytics is playing a growing role in how family offices manage their investments. Across North America, more than half of family offices now use analytics tools to consolidate market and portfolio data, monitor trends, and quantify performance to support more informed decision-making. These capabilities help identify risks and vulnerabilities in portfolios so that family…
Wall Street Journal Reports Family Office Tech Investment Gap Raises Risk
Deloitte, a leading global professional services firm, has released new research on North American family offices. The work highlights a familiar operational fault line in wealth management. I finds persistent underinvestment in the technology that runs day-to-day operations which results in drag on close speed, reconciliation effort, and execution risk as allocations to private markets…
Multi-Asset Class Portfolios
A multi-asset class portfolio is a single investment portfolio that holds more than one type of asset, managed as a coherent whole to meet a defined objective such as growth, income, or capital preservation. Instead of concentrating exposure in one market, the portfolio combines assets that behave differently through the cycle, for example equities for…
80% of Family Offices Depend on Excel for their Core Financial Work
Despite glossy demos from vendors, 80% of family offices still rely on linked spreadsheets for valuations and capital-call tracking. Excel remains predominant in the wealth management industry Excel is still running the back office for almost everyone in private capital. The exact numbers shift by segment, but most are anywhere close to being done with…
Combining Your Core Fund Administration Systems
If your firm has been operating for years, you have probably added systems as you grew. Each new mandate brought another tool. Today you may run credit in Geneva and private equity in Investran or Allvue. Or, maybe you’re still doing it with spreadsheets. Because you’re working with multiple platforms, at the end of the…
