Run Your Family Office Like a Business
Handbooks
Building and preserving family wealth requires more than fragmented systems and intuition.
The Family Office Handbook distills a decade of global experience from hundreds of family offices into one powerful guide- helping principals, CFOs, and advisors design institutional-grade financial operations with the agility of a private enterprise.
Discover frameworks to centralize reporting, govern investments, and make confident decisions backed by data.
Built by Family Offices, for Family Offices
This playbook is shaped by real-world challenges faced by global family offices managing multi-asset, multi-entity portfolios.
Inside this handbook, you’ll learn how to:
- Design scalable accounting and investment-reporting workflows
- Establish a single source-of-truth across assets, currencies, and entities
- Move from operational work to strategic decision-making
- Adopt governance, compliance, and documentation practices that match institutional standards
Each chapter is backed by proven use cases and learnings from the modern families who transformed complexity into clarity using Asset Vantage’s integrated Financial OS.
Wealth You Can’t See Is Wealth You Don’t Have
Gain the clarity and control trusted by the world’s leading family offices.
Start with the Family Office Handbook, and see how the right structure turns complexity into confidence.
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Handbooks
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