Many family offices today have access to more data than ever — yet still lack the clarity to act on it. Traditional reports may show total wealth, asset allocation, or basic performance, but they rarely answer deeper questions: Which managers are truly delivering value? Where are we taking on risk? Are we overpaying for underperformance? […]
Managing the Managers: Oversight for Family Offices Read More »
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.
The Hidden Distortions in Family Office Performance Reporting Read More »
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.
Defining “Scale” for Family Office Fintech: Transaction Volume, Not AUM. Read More »
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.
When selecting a data aggregator, choose carefully, and ask the right questions Read More »
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 »
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 »
As we enter 2023, portfolio data aggregation continues to be a source of frustration for ultra-high net worth individuals (UHNW) and family offices. Continued market volatility combined with the innate complexities in managing a multi-asset class portfolio makes getting an accurate view of the portfolio extremely challenging. To be successful long-term, family offices would benefit
Building a Better Family Office Framework for 2023 Read More »
The nature of private investments – like hedge funds, private equity, real estate, real assets and other alternatives – makes managing ultra-high net worth (UHNW) portfolios complex. Aggregating public data from multiple custodians and banks can be just as complicated. Over the years, UHNW individuals, family offices and private banks have cobbled together custodial data,
UHNW Alternative Investments: Get a Holistic Portfolio View Read More »
Calculating performance based on daily return is the most accurate way to report on an ultra-high net worth (UHNW) portfolio. However, many portfolio management systems calculate performance based on approximation. The difference between the daily return method and the approximation method can be drastic. If you are seeing errors in your performance calculations, they will
UHNW Portfolio Management Pet Peeve of the Day: Inaccurate Performance Calculations Read More »
If you are an ultra-high net worth (UHNW) investor or a member of an UHNW family office or investment team, you face continual challenges. Evolving stakeholder demands, erratic market volatility, disparate systems and multiple asset classes are just some of the challenges inherent in UHNW portfolio management. Despite these challenges, UHNW investors, family offices and
UHNW Portfolio Management: Why Tech-Savvy Investors are Leaving Old Systems Behind Read More »
