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…
Capital Accounts and Cash Visibility at Your Fingertips
Next-gen family members expect to check portfolio results on a phone and trust what they see. They want to filter by entity, know partner capital balances, and see how much cash is available today without waiting for a monthly packet. They need clear views of upcoming capital calls and planned distributions, with look-through across partnerships…
How Do Family Offices Work
How the Ultra-Wealthy Manage Their Fortune Family offices are private wealth management firms that cater to the specific needs of ultra-high-net-worth individuals and families. A family office is a private wealth management firm built to serve a single ultra-high-net-worth family or a small group of families, and you feel the difference the moment you step…
Migrate from Legacy System with Confidence
Family offices migrating from legacy systems frequently encounter a predictable pattern of disruptions, according to industry reports. Onboarding begins with defined timelines and scopes, but often spirals as new data fields emerge, mappings shift unexpectedly, and historical records arrive incomplete, requiring extensive manual corrections. Support tickets remain open for weeks, prompting teams to rely on…
Don’t Get Caught Flat-Footed When Key Personnel Are Out
Family offices are running lean back offices while entity structures and cross-border obligations grow more complex. Critical workflows, such as look-through consolidation, multi-currency close, capital activity allocation, and tax workpaper preparation, are concentrated in a few senior operators. When one of them is unavailable, throughput drops, reporting timelines slip, and ad hoc outsourcing fills gaps…
