Multi-Family Offices
Preserve wealth with peace of mind.
No two multi-family offices operate the same way. Mosaiq supports your structure, your governance, and your reporting standards—so families receive clarity with discretion.
Designed for high standards: confidentiality, auditability, and tailored workflows.
Data foundation
All your data in a single place, securely
Create greater transparency by centralizing financial information—across accounts, entities, currencies, and asset classes—without compromising privacy.
Complete view
A unified view of accounts and assets, regardless of custodian, entity, currency, or asset class.
Security-first
Architecture designed for confidentiality, separation of access, and audit-ready governance.
More informed decisions
Reduce ambiguity with consistent modeling of positions, cash, and transactions.
Delivered with rigor
Operational controls that match the standards expected by sophisticated families.
Reporting
Bespoke reporting in minutes
Flexible reporting capabilities help you create tailored views that remain consistent as portfolios evolve—supporting multi-generational communication and long-term stewardship.
Custom reports, consistently updated
Efficiently create customized, multi-entity and multi-family reporting packages that stay current as data changes.
Strengthen communication
Support conversations around wealth transfer, preservation, and governance with clarity and discretion.
Integrated solutions
Integrated solutions that enhance workflows
Build a disciplined operating cadence across portfolios, entities, and stakeholders—without sacrificing flexibility.
Portfolio trading and rebalancing
Align portfolios to targets using consistent, aggregated data—rebalance for select accounts, households, or an entire book.
Scenario modeling and forecasting
Evaluate outcomes across families and entities with a governance-first approach to assumptions and documentation.
Streamlined billing & insights
Modernize fee workflows with structured data and transparent calculations aligned with your policies.
How state-of-the-art automation is modernizing the multi-family office
A modern approach can dramatically improve quality, flexibility, and timeliness of reporting—without increasing operational risk.
Implementation
Easy onboarding
Implementation designed for serious environments: clear milestones, careful data mapping, and a repeatable process that respects confidentiality.
Experienced implementations
A proven approach across client structures, entities, and custodians.
On-demand training
Help center and structured training to accelerate adoption across teams.
A modern digital experience
A customizable portal can provide on-demand access to lawyers, accountants, and stakeholders—with permissions aligned to your governance.
Mobile and tablet access
Intuitive mobile and tablet experiences help families and stakeholders access portfolios securely when needed.
Expand your community
Connect with peers and participate in learning and networking sessions designed for professional family office teams.
We’ll tailor Mosaiq to your governance, reporting packages, and operational workflows.