Portfolio Reporting

Many family offices have diverse portfolios that are a combination of marketable securities, hedge funds, private equity investments, real estate investments, direct investments, private property, art, and other assets.  They often receive an overwhelming amount of reporting packages that summarize each holding independently; but a consolidation of the whole portfolio is something many family offices wish they had but don’t.

We have created customized, Excel-based reporting package for our clients’ portfolio.   We tailor the outputs to the client’s liking and, where possible, automate the update process to just a few button clicks.  If you would prefer, we can also manage the updating process for your office on an ongoing basis.