A hedge fund is typically a pooled investment vehicle that manages money for outside investors under a defined strategy and commercial terms. A family office is a private organization that manages one family’s wealth and responsibilities, usually with a much broader scope than investments alone. If you are a high net worth individual deciding “do…
Investment Performance Reporting Software
Investment performance reporting software connects three things: investment data, return calculations, and the reports people rely on. It must collect holdings and transactions from multiple sources, calculate performance in a defensible way, and present results in a format clients, investors, and internal teams can use. This guide compares the platforms teams use for investment performance…
Private Equity Portfolio Management Software
Private equity portfolio management software helps fund managers and administrators run the back office for private investments. It supports the full cycle from deal activity to investor reporting. These systems are built for private equity workflows. They track multi-entity ownership, handle capital calls and distributions, calculate waterfalls, and keep partnership allocations consistent. They also pull…
Family Office Reputation Management: A Practical Playbook for Privacy, Trust, and Crisis Readiness
Family office reputation management is a repeatable process for preventing, detecting, and responding to events that could damage trust, privacy, or credibility. It matters even for “low-profile” families because reputation risk often comes from quiet places: public records, counterparties, vendors, staff behavior, or a single operational mistake that spreads beyond your control. This guide covers…
Wealth Management Software
Wealth management software can mean very different things depending on your firm. For some teams, the biggest pain is portfolio reporting: pulling data from custodians, normalizing it, and producing client-ready performance reports on time. For others, especially family offices, fund administrators, and alternative investment managers, the hard part is getting the accounting right: multi-entity structures,…
Family Office Insurance: Coverage Map, Program Structure, and a Practical Renewal Playbook
Family office insurance is a coordinated set of policies designed to protect a family’s assets, liabilities, people, and operations across multiple entities and locations. It is not just homeowners, auto, and an umbrella. It is a program that matches how wealth is actually held and managed in real life. This guide is written for both…
Family Office Traditional and Alternative Investments: How Portfolios Are Built and Managed
Family office traditional and alternative investments usually live side by side in the same portfolio. A family office may hold public stocks and bonds for liquidity and stability, while also committing capital to private equity, private credit, and real estate for long term growth and diversification. This article explains what “traditional” and “alternative” mean in…
Examples of Alternative Investments: What They Are, How They Work, and What to Watch For
Alternative investments are investments outside traditional stocks, bonds, and cash. Common examples include private equity, hedge funds, real estate, commodities, and collectibles. This article walks through the most common types of alternative investments, how each one works in practice, and what makes alternatives harder to track and report than a typical public market portfolio. It…
