Operations & Technology
The family office technology stack, by category
Every family office assembles the same handful of capabilities, whatever the labels on the boxes. This is the vendor-neutral category map — what each layer does, and what actually matters when you assess it. Select a category to explore it.
Consolidation & general ledger
The system of record that rolls up entities, currencies, and asset classes into one consolidated picture.
What it does
- Multi-entity, multi-currency consolidation
- Look-through across holding structures and SPVs
- A single chart of accounts spanning liquid and illiquid assets
What to evaluate
- Depth of multi-entity / partnership support
- Audit trail and close-process controls
- How illiquid and direct holdings are modelled
How to use this map
Use the categories to scope your requirements before you talk to any provider — a clear picture of the layers you need (and the ones you don’t) is the strongest negotiating position. When you’re ready to assess specific offers, take the weighted criteria into the vendor evaluation matrix.