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Looking up at tall trees symbolising a unified multi-entity accounting ledger for family offices
WealthTech

This article encourages family offices to explore platforms that offer a unified accounting solution for portfolios, partnerships, and financials rather than relying on disparate point tools.

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alternative investments
Introduction to alternative investment systems for family offices
Investments

Alternatives have always been an elusive market for investors. Here, we explore what they are and...

portfolio management
How a portfolio management system can streamline family office operations
Software

Portfolio management is one of a family office's most crucial yet time-intensive functions. This...

family office technology
Level up your operations with family office technology
Software

Technology is crucial for family offices in order to automate and optimise data, which can help...

family office tools
Running your family office like a silicon valley startup.
Software

Family offices have evolved from the mega-money-centric, often hidebound institutions of a bygone...