INVESTMENT ASSISTANT AI
Family Office Operations
Unified view across complex portfolios
Multi-account aggregation across 30+ accounts, private investment tracking, custom board reporting, and multi-generational tax planning.
How it works — and what you walk away with
Family offices managing $200M-1B+ portfolios face unique operational challenges: dozens of accounts across multiple custodians, private investments with stale quarterly valuations, complex ownership structures (trusts, LLCs, foundations), and board reporting requirements.
Our Family Office Operations service provides the operational infrastructure to manage this complexity. We aggregate all accounts into a single view, track private investments alongside public holdings, generate board-ready reports, and optimize taxes across the entire family structure.
Think of it as a fractional COO for your investment operations - sophisticated enough for institutional complexity, responsive enough for family priorities.
What you get
Unified Dashboard
Single view of all family investments with drill-down by account, entity, and asset class
Board Presentations
Quarterly 15-25 slide decks ready for investment committee meetings
Tax Projections
Family-wide tax liability forecasts with optimization recommendations
Risk Analytics
Concentration, correlation, and stress test reports
What's included
Multi-Account Aggregation
Unified view across 30+ accounts including brokerage, trusts, LLCs, and foundations
Private Investment Tracking
Track PE, VC, real estate, and hedge fund holdings with NAV updates and capital calls
Board Reporting
Quarterly investment committee presentations with performance, positioning, and outlook
Multi-Generational Tax Planning
Family-wide tax optimization including gifting strategies and estate planning considerations
Risk Monitoring
Concentration analysis, factor exposure, and stress testing across the entire portfolio
Capital Call Management
Track unfunded commitments, forecast capital calls, and manage liquidity
Who this is for
Single Family Offices
Managing $200M-1B+ with complex structures and private investments
Multi-Family Offices
Serving multiple families with consistent operational infrastructure
Family Office Startups
New offices building operational capabilities without large teams
Frequently asked questions
Related topics
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Ready to start Family Office Operations?
Share your situation and Investment Assistant AI will scope it with you — takes about two minutes.