cropped-PWLogoHorzTag.png

Family Office Portfolio Management & Reporting

Uniquely designed to meet the exacting needs of the most sophisticated investors in the world

A CONSOLIDATED VIEW ACROSS ALL ASSET CLASSES & OWNERSHIP STRUCTURES

EQUITIES
PRIVATE EQUITY
FIXED INCOME
HEDGE FUNDS
REAL ESTATE
VENTURE
LOANS
ART & COLLECTIBLES

Your trusted single source of truth for 100% of your total wealth

AGGREGATION | RECONCILIATION | ACCOUNTING | CONSOLIDATED REPORTING | PORTFOLIO MANAGEMENT

Trusted by leading family offices across 5 continents, Private Wealth Systems’ award-winning family office portfolio management and reporting platform delivers summary-to-transaction level analysis across every asset class, ownership structure, and currency for the fastest and most informed decision making to preserve wealth. 

As the only platform that blends the power and accuracy of a multi-asset investment accounting ledger with the total flexibility of a portfolio reporting platform, we have earned our reputation for excellence in delivering the trusted view for sophisticated investment portfolios with the security, speed, and accuracy you demand.

In a recent report by Forge Community, over 50% of SFO respondents claimed their family members were 'not able to easily access information safely and securely anywhere and at any time'. Our system was designed from day one with those goals in mind, specifically tailored to the needs of sophisticated investors.

Private Wealth Systems CEO, Craig Pearson, CFA

DESIGNED FOR THE UNIQUE NEEDS OF COMPLEX FAMILY OFFICES

Don't Settle for wealth manageMent technology designed for the masses

Scroll to Top
Scroll to Top