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
- Art collections
- Personal assets such as jewelry and auto collections
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