According to a recent survey from Citi Private Bank (Global Family Office Report 2023), 68% of families stated their top concern was “preserving the value of their assets”, which was a noticeable shift from last year where families stated their focus was on with 68% of families citing that as their top concern “preparing the next generation to be responsible wealth owners” to.
How Do UHNWI Perceive Risk? Read More »
Private Wealth Systems (PWS) has been named Best Fund Administration Service at the Private Asset Management Awards 2024.
PWS Wins Best Fund Administration Service in Private Asset Management Awards 2024 Read More »
In 2022, our reconciliation platform corrected over $283 million in errors from bank data feeds. This ensured our family office clients had peace of mind when analyzing and acting upon their financial data to protect their generational wealth. Research has shown bank data feeds can have daily error rates as high as 18%.
A Financial Firewall for Bank Data Errors Read More »
Private Wealth Systems has been named Best Consolidated Reporting Solution in the Family Wealth Report Awards for 2023.
Private Wealth Systems has been named Best Client/Consolidated Reporting Solution in the WealthTech Americas Awards for 2023.
Private Asset Management Awards Names Private Wealth Systems Best Reporting Solution CHARLOTTE, N.C. – February 14, 2023 – Private Wealth Systems (PWS), a multi-asset class portfolio management and reporting platform uniquely designed for ultra-high net worth (UHNW) individuals, family offices, and foundations, today announced it has been named Best Reporting Solution by Private Asset
Private Wealth Systems Recognized as Best Reporting Solution for Family Offices Read More »
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