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Customized And Consolidated Reporting For Family Offices

Young couple with financial advisor at the office

For many family offices, a diverse portfolio traditionally means complex and overwhelming reporting, capable of summarizing each holding independently requires a reporting package that tracks all investment holdings in one location by creating a dynamic model that is easy to interpret and navigate.  A model that is capable of tracking any asset class, including but not limited to:

  • Real estate
  • Partnership interests
  • Marketable securities
  • Private equity holdings
  • Hedge funds
  • Loans
  • Art collections
  • Personal assets such as jewelry and auto collections

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