These clients have similar requirements as the High Net Worth market segment, but with much different scale and infrastructure. As with all clients, data management and administration have become a critical component of their risk management ecosystem and reporting.
Enosys’ experience ranges from single to multi-family office structures. We understand how to “right-size” the business processes, operations, and tools, creating an appropriate solution for the client.
Success Story: Deployed trust accounting, client reporting, and performance systems at a large multi-family office; Supported vendor selection for a single family office for enhanced client reporting.