Family Offices & Private Wealth
One clear view of
complex private wealth
For family offices, principals, and private wealth: one clear picture of every entity, commitment, and position, so the decisions that shape multi-generational wealth get made from fact, not weeks of assembly.
The operational reality
Your family's wealth spans a structure that has grown over decades: LLCs, limited partnerships, trusts, and GRATs across multiple jurisdictions. You hold LP positions in private equity, real estate, and venture funds with staggered capital call schedules. You have direct investments alongside those fund positions. You may have operating businesses, philanthropic commitments, or both.
Your team is small by design. A few people managing investment oversight, tax coordination, estate planning, and administration. The information they need to do that work is scattered across fund administrator reports, custodian feeds, brokerage statements, legal documents, Excel models, and email. K-1 reconciliation consumes tax season. NAV reporting lags weeks behind reality. Capital calls arrive in different formats from different managers on different schedules.
Every decision that matters — evaluating a co-investment, preparing for an estate planning conversation, assessing liquidity against upcoming commitments — requires assembling a picture that no single system provides. The data exists. Connecting it is the problem.
How We Help
What we build for family offices and private wealth
Commitments & Liquidity
Capital calls, distributions, obligations, and available liquidity visible across every entity. Planning horizon forward: thirty, sixty, ninety days.
Entities, fully mapped
Every LLC, trust, and partnership mapped to its underlying assets, ownership percentages, and current valuations. Estate counsel works from the same data the investment team uses.
Decision-Ready Reporting
Consolidated reporting assembled in hours, not weeks. Co-investment evaluation, estate planning, and capital allocation supported by current, trusted data.
Let's talk about your office
Every family office is different. We'd like to understand yours.
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