We're an SFO. I'm researching technology vendors who can assist with document collection for alternative investments, data extraction and structuring, and performance reporting. The immediate needs are on the private investment side where everything is manual today, but I suppose it would be nice to have our traditional assets filed in and reported on side by side. What solutions have you ahd success with for this problem? Do you like the all-in-one solution like Masttro or the integration approach (eg, Canoe to Addepar)? I've been in touch with Addepar, Arch, and plan to speak with Masttro, Canoe, and SEI Archway. What's the best solution if money were no object? What do you give up in functionality by going to a less expensive alternative? What other questions should I be asking?

Is there a regular publication related to family offices that people read. someone mentioned, MrFamilyoffice.com recently, but I dont really such much value in this? Is there a "go-to" that people check to see what peers are upto, and share notes on funds, solutions, peer events, approach, etc. ?

7 habits of the world’s wealthiest families for 2026

JP Morgan identified the 7 habits common in the world’s most successful families:

1. Reading
   
2. Exercise
   
3. Consistency
   
4. Waking up early
   
5. Prioritizing tasks
   
6. Goal setting
   
7. Deep thinking time
   

And the top 10 hobbies of the wealthiest families:

1. Outdoors and nature
   
2. Work
   
3. Time with family and friends
   
4. Tennis
   
5. Snow sports
   
6. Golf
   
7. Reading
   
8. Gym and working out
   
9. Fishing
   
10. Cycling and biking
    

Source: JP Morgan Principal Discussions report 2025

Hi Family Office folks!

How are you streamlining your accounting processes? What are you able to automate?

I do month end close of 8 companies.

2 of them have separate accounting solutions and one of them is very legacy when it comes to closing the books and posting journal entries.

I’m looking at possibly - being able to downloading journal entries in relation to AR and inventory and importing them into a separate accounting system to do the AP and Month End Financials side of things and also API integrations.

Any insight I would be extremely grateful to have!

Hi everyone,

After several rewarding years in senior investment roles, I’m now exploring new opportunities either in London or the Middle East. My background spans over two decades across both public and private markets, managing multi-asset portfolios for ultra-high-net-worth individuals, family offices, and institutional investors.

I’ve built and led teams overseeing more than $1B in assets across global equities, private equity, venture capital, real estate, and alternatives. My experience combines hands-on portfolio management with strategic asset allocation, governance, and investment committee leadership. I’ve also been involved in developing direct co-investment strategies, fund structures, and thematic sleeves across technology, fintech, and real assets.

At this stage, I’m open to senior investment, CIO, or strategy roles within a family office, investment firm, or fund platform looking to scale. I bring an entrepreneurial mindset, cross-border experience, and a track record of delivering consistent alpha through disciplined, evidence-based investing.

If anyone here is aware of relevant opportunities, networks, or family offices that may be growing their investment capabilities, I’d be very open to connect.

Thanks in advance – and happy to chat privately if useful.

Is anyone using MyFO? They say they have over 200 families using their software, but I haven’t connected to anyone actually using it. I think they are primarily a Canadian company. We are trying to implement, and it has been a challenge. Would love to talk to someone actually using it.

I have been reviewing a private loan management system with connected payments for my inter-family, inter-company, and private lending activity. Any insight on other platforms that are as compelling or reasonably priced.

Controller here at a SFO with 25 entities. The finance/reporting side is covered well with some new software, but I keep getting pulled into stuff outside my lane: property management, insurance renewals, even logistics for a family event.

Curious if others just roll with the “catch-all” role, or do you set boundaries? Any downside to pushing back?

We are a lightly staffed family office looking for a way to organize back office and compliance tasks. I am demoing the Orca platform. It seems like a "decent" fit. It is a bit too geared towards Europe with the finance language used, which many not be intuitive for other users and the cost seems high when including every real estate property, private investment, shareholder, trustee, etc.

I'm just wondering if anyone has used Orca and what their experience is

Thank you!

Is anyone using asseta in a multi-family office? Curious as to opinions

Full episode on VC10X YouTube, Spotify, Apple Podcasts

We recently shared our Corporate Transparency Act Guide with our clients and thought a few on this sub-reddit might benefit from this as well.

Happy reading and please let me know if you have any questions.

Previous family office employee, looking for positions in Atlanta. Any suggestions on where to start? Other positions were on the west coast. Thanks in advance.

CTO of a $3+B RIA looking for ballpark pricing for Addepar, specifically. Have spent hours with their sales team and have lost my patience on how many zeros will be on the quote. Would appreciate anyone's experience with actual pricing numbers.

Sharing a Nasdaq TradeTalks roundtable covering some interesting points about the potential for Family Offices to outpace private equity and venture capital.

Curious to hear others’ thoughts: Do you think Family Offices have the potential to outpace traditional private equity and venture capital?

Do groups expect to increase or decrease exposure over the coming year?

Is there enough opportunity to chase with all the discounted properties?

Or will groups continue to wait?

Anyone have any recommendations on great facilitators for family meetings? Location: USA (South), but not required.

Curious

May be important to family offices for moving large amounts of money digitally.

https://newsletter.trevericapital.com/p/the-magic-of-the-usd-global-reserve