Multi-Family Office
Family Office
Family Office: Consolidated Wealth Management at Scale
How a multi-generational family office consolidated $2B+ in assets across multiple geographies and asset classes.
$2B+
Assets Consolidated
-80%
Reporting Time
25+
Family Members
The Challenge
The family office needed to consolidate assets across multiple brokers in various countries with reporting for multiple stakeholders.
The Solution
Deployed StockScout's multi-currency, multi-custodian platform with custom family member portals.
The Results
Successfully consolidated $2B+ in assets, reduced reporting time by 80%, and provided transparency to all stakeholders.
"For the first time, we have complete visibility into our global investment portfolio."
FOD
Family Office Director
Operations, Multi-Family Office
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