Family Office
Family Office
Family Office: Consolidated Wealth Management at Scale
How a multi-generational family office consolidated assets across multiple geographies and asset classes.
Consolidated
Assets
Reduced
Reporting Time
All Served
Stakeholders
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 assets, reduced reporting time, and provided transparency to all stakeholders.
"For the first time, we have complete visibility into our global investment portfolio."
D
Director
Operations
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