Family Office

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.