A family office isn't running one portfolio, it's usually running several entities, trusts, holding companies, direct investments, each with its own accounting and reporting needs that have to roll up into one coherent picture for the principal. Most generic wealth-management or accounting software was never built to consolidate across entity structures like that.
We start from how your office actually structures its entities, trusts, LLCs, direct holdings, and how reporting currently gets consolidated, a spreadsheet someone rebuilds every quarter, or software that claims to roll it up but doesn't quite. We narrow the field to platforms that genuinely handle multi-entity consolidation instead of a single-portfolio view stretched to cover something it wasn't designed for. Getting years of entity-level financial history into the new system without breaking the consolidation logic is real migration work we handle directly, and when your office's entity structure or reporting cadence doesn't match any platform's default consolidation model, which is common given how bespoke family office structures tend to be, we build the reporting logic that actually reflects your structure.
Most wealth-management platforms track a single portfolio competently. The real differentiator for a family office is whether the platform actually consolidates reporting across multiple trusts, LLCs, and direct holdings into one coherent view, or whether that rollup still happens in a spreadsheet someone rebuilds every quarter.
Years of financial history across multiple entities need to migrate in a way that preserves the consolidation logic, not just the raw numbers. We handle that migration directly so the office's historical reporting remains accurate once everything's on the new platform.
Family office structures are often genuinely bespoke, built around a specific family's tax and estate planning needs rather than a standard template. When your structure doesn't map onto any platform's default consolidation model, we build the reporting logic that actually reflects how your entities are organized.
How your office structures its entities, trusts, LLCs, direct holdings, and how reporting gets consolidated today, decides this more than a generic features comparison. Walk us through your real entity structure and we'll tell you honestly which platform fits, what a real financial-history migration looks like, or whether your consolidation logic needs something built custom.
Get a free quote → →It varies significantly by platform, and this is the single most important thing to verify before picking one. A lot of platforms market consolidation but still require manual reconciliation across entities, which defeats the purpose.
Yes, if the migration is planned to preserve the consolidation logic specifically, not just move raw transaction data. That's the part we focus on, since a broken rollup after migration is worse than the spreadsheet it replaced.
It often does narrow the field, since most platforms assume a more standard entity structure. When your structure is genuinely bespoke, which is common for family offices, we build the reporting logic custom rather than forcing your structure into a template.
Trust accounting requirements vary by platform, and we check this specifically if your office's structure relies heavily on trusts rather than simpler holding entities.
We do. The software vendor supports their own platform; migrating your entity-level financial history and building consolidation logic your structure actually needs is work we handle directly.
Picking usually takes a few weeks given the complexity of most family office structures. The migration itself typically takes six to twelve weeks depending on how many entities and how many years of history are involved.