The Future of Finance

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 wealth for future generations.

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Managing the Managers: Oversight for Family Offices

Many family offices today have access to more data than ever — yet still lack the clarity to act on it. Traditional reports may show high-level numbers but lack the granular detail needed for true oversight.

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The Hidden Distortions in Family Office Performance Reporting

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 and accuracy of reporting.

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Private Wealth Systems Named Best Multi-Asset Class Portfolio Management System

Private Wealth Systems (PWS) has been named Best Fund Administration Service at the Private Asset Management Awards 2024, continuing its streak of industry excellence.

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Defining “Scale” for Family Office Fintech: Transaction Volume, Not AUM.

According to a recent survey from Citi Private Bank (Global Family Office Report 2023), 68% of families stated their top concern was preserving value through scalable infrastructure.

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When selecting a data aggregator, choose carefully, and ask the right questions

According to a recent survey from Citi Private Bank (Global Family Office Report 2023), 68% of families stated their top concern was the integrity of their aggregated investment data.

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How Do UHNWI Perceive Risk?

According to a recent survey from Citi Private Bank (Global Family Office Report 2023), 68% of families stated their top concern was managing hidden risks in volatile markets.

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PWS Wins Best Fund Administration Service in Private Asset Management Awards 2024

Private Wealth Systems (PWS) has been named Best Fund Administration Service at the Private Asset Management Awards 2024 for its innovative approach to data reconciliation.

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A Financial Firewall for Bank Data Errors

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 through verified accuracy.

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