If you look closely at how single-family offices actually run, a pattern emerges. It’s not that they lack capability. It’s that their world is layered in a way that makes even simple outcomes harder than they should be. Where the friction comes from Every office operates across three distinct layers. The first is the complexity layer. This is the external world — entities, structures,…
The State of the Industry
How Efficient are Family Office Back-office Operations? As the recent Family Office Key Performance Indicators (KPIs) study is running, we thought that now it would be a great opportunity to provide some color around the previous data from last year’s survey. This information enables family office from around the world to thoroughly understand the efficiency…
How Family Offices Rethink Accounting
When thinking of the last few years, one word comes to mind in describing the political, economic, and financial developments which have been unfolding: “uncertainty.” Since 2020, the macroeconomic environment has become increasingly volatile. The main enemy has been inflation. Across the world, key economies have been afflicted by a general rise in prices unseen…
Unveiling the Holy Grail of Accounting
In our previous article, we argued that institutional investors, such as family offices, need an accounting solution which enables them to successfully navigate the current macroeconomic backdrop by relying on their own accounting data. Allocators need to always be in control of their entire cost base, as well as of their assets. This is especially…
Navigating the Implementation Maze
In the previous two articles we have discussed why family offices require an accounting tool that enables them to efficiently respond to the current market environment and why the unified general ledge with real-time accounting is the solution to do that. Here we will look at the method of implementing this solution in a cost-effective…
