Single Family Office configuration

for a family wishing to organize autonomously the management of their family assets
  • Front office
  • XRM / CRM
  • Wealth Management
  • Consolidation
  • Reporting
  • Administration
Mandate for delegated management
Direct management(Family office employees)
Managers (Banks and/or Independant assets managers)
Bank “A”
Bank “B”
Bank “C”
Bank “...”
CONCEPT Processus(Banking interfaces)
ConsolidationCustom reporting, Treasury, ...
Securities accountingFinancial accounting
Controls, XRM/CRM …
CONCEPT Family Office(See descriptif detail in page 3)
Web based portal enquiry system for client family members

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