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Wealth Management
Family Office Wealth Platform
Complexity
Very High
Timeline
16-24 weeks
Outcomes
4+
Challenge
Multi-family office managing $8B AUM with disparate systems for different asset classes and no consolidated family wealth view.
Solution
Enterprise Salesforce FSC implementation with Addepar integration for alternative assets, custom household structures, and consolidated reporting.
Key Outcomes
- Unified view of $8B across all asset classes
- Custom 4-generation family structures
- 62% faster quarterly reporting
- Enhanced family governance workflows
Tags
Wealth ManagementFamily OfficeAlternative AssetsCustom Development
Implementation Timeline
16-24 weeks
Very High Complexity