Family offices often wonder how they stack up against their peers in terms of asset allocation, technology, operational challenges and other issues that can impact not only day-to-day business but also long-term success.
A new in-depth study by Family Wealth Report produced in partnership with FundCount, examines the key technological and operational challenges specific to family offices. Based on a detailed survey of firms worldwide managing over $72 billion in assets, Efficiency in Accounting and Investment Analysis provides invaluable benchmarking insight for family offices.
On the Road With FundCount
Client Quote of the Quarter
“FundCount has helped drive improvements in the speed and depth of reporting, making slicing and dicing the portfolio by any dimension, such as asset class or asset manager, instant and improving the monitoring of mandates.”
— New Jersey-based single family office