Helping Family Offices Navigate the Financial Technology Landscape

We provide technical expertise to help Family Offices manage complex investment portfolios, maintain accounting & tax records, track documents, handle key legal and business workflows.

Our focus on technology, data, processes and security helps Family Offices increase investment returns, better manage risks, attain efficiencies, and protect confidential information.

Providing Technical Advice to meet Family Offices’ Unique and Sophisticated Needs

Family Offices (FOs) are some of the most sophisticated financial institutions in the world. They have to provide wealth management services to handle various domestic and international marketable securities, alternative funds and personal assets. In addition, FOs often provide legal, tax, trust & estate planning, and accounts payable and payroll services. FOs frequently do this with less resources and technology than other financial institutions with similar complexities. We work with your team to implement modern and effective technology solutions, including artificial intelligence (AI), better leverage data and re-engineer processes to simplify your FOs’ unique operations.

Assisting Family Offices with IT Strategy and Selecting & Implementing Technology Solutions

We help Family Offices develop their Information Technology and Data Strategy and Architecture and build out their supporting Infrastructure. With years of experience advising family offices and other asset managers, we assist in selecting and implementing critical technical solutions and services such as:

Portfolio Management Systems
Client Portals & Estate Planning Tools
Investment Accounting and General Ledger Applications
Tax Preparation and Management Applications
Data Warehouse and Analytical and Reporting Tools
Cloud Infrastructure & IT Help Desk Services
Customer and Entity Relationship Management Systems
Privacy and Security Controls, Services and Tools
Document Management and Workflow Applications
Artificial Intelligence

Providing Advice to Secure Family Office’s Confidential Data and Systems

In today's digital landscape, data privacy and security is paramount. We strive to protect your family office’s sensitive information, while also recommending robust reporting tools that provide insights into your investments, accounting, finances and legal risks. Our advice includes process, technical, data and security recommendations to help protect your Family Office info from unauthorized use.

Empower Your Family Office with With an Experienced & Effective Technical Partner

Contact us to discuss how you can leverage MultiMix IT’s technical experience, knowledge and relationships within the Family Office space to increase investment performance, attain operational efficiencies, reduce risks and achieve long-term success for your company.